Summit Wealth Group, LLC Bank Of America Corp Transaction History
Summit Wealth Group, LLC
- $398 Million
- Q3 2025
A detailed history of Summit Wealth Group, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Summit Wealth Group, LLC holds 4,171 shares of BAC stock, worth $214,723. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,171
Previous 4,583
8.99%
Holding current value
$214,723
Previous $217,000
0.92%
% of portfolio
0.05%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding BAC
# of Institutions
3,880Shares Held
5.26BCall Options Held
78.9MPut Options Held
110M-
Vanguard Group Inc Valley Forge, PA628MShares$32.3 Billion0.5% of portfolio
-
Warren Buffett Berkshire Hathaway Inc | Omaha, Ne568MShares$29.2 Billion11.16% of portfolio
-
Black Rock Inc. New York, NY473MShares$24.4 Billion0.43% of portfolio
-
State Street Corp Boston, MA301MShares$15.5 Billion0.56% of portfolio
-
Jpmorgan Chase & CO New York, NY182MShares$9.35 Billion0.62% of portfolio
About Bank of America Corp
- Ticker BAC
- Exchange NYSE
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 8,024,450,048
- Market Cap $413B
- Description
- Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. Its Consumer Banking segment offers traditional and money market savings accounts, certificates of deposi...