A detailed history of Tru Wealth Advisors, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 24,419 shares of BAC stock, worth $1.02 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
24,419
Previous 25,798 5.35%
Holding current value
$1.02 Million
Previous $1.03 Million 5.46%
% of portfolio
0.06%
Previous 0.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$36.65 - $44.13 $50,540 - $60,855
-1,379 Reduced 5.35%
24,419 $969,000
Q2 2024

Jul 16, 2024

SELL
$34.68 - $40.02 $13,247 - $15,287
-382 Reduced 1.46%
25,798 $1.03 Million
Q1 2024

Apr 15, 2024

SELL
$31.73 - $37.92 $62,095 - $74,209
-1,957 Reduced 6.96%
26,180 $992,000
Q4 2023

Jan 10, 2024

SELL
$25.17 - $33.94 $81,752 - $110,237
-3,248 Reduced 10.35%
28,137 $947,000
Q3 2023

Oct 10, 2023

SELL
$27.17 - $32.65 $8.31 Million - $9.98 Million
-305,727 Reduced 90.69%
31,385 $859,000
Q2 2023

Aug 04, 2023

BUY
$26.99 - $30.56 $161,454 - $182,809
5,982 Added 1.81%
337,112 $9.67 Million
Q1 2023

Apr 25, 2023

BUY
$26.97 - $36.77 $321,185 - $437,893
11,909 Added 3.73%
331,130 $9.47 Million
Q4 2022

Jan 27, 2023

BUY
$29.77 - $38.41 $198,000 - $255,464
6,651 Added 2.13%
319,221 $0
Q3 2022

Oct 24, 2022

SELL
$18.8 - $35.27 $3.41 Million - $6.39 Million
-181,120 Reduced 36.69%
312,570 $9.44 Million
Q2 2022

Jul 22, 2022

BUY
$31.13 - $40.9 $2.61 Million - $3.43 Million
83,807 Added 20.45%
493,690 $15.4 Million
Q1 2022

Apr 27, 2022

BUY
$38.34 - $49.38 $653,351 - $841,484
17,041 Added 4.34%
409,883 $16.9 Million
Q4 2021

Jan 19, 2022

BUY
$43.08 - $48.37 $457,466 - $513,641
10,619 Added 2.78%
392,842 $17.5 Million
Q3 2021

Oct 29, 2021

SELL
$36.93 - $43.26 $1.04 Million - $1.22 Million
-28,245 Reduced 6.88%
382,223 $16.2 Million
Q2 2021

Jul 29, 2021

SELL
$38.08 - $43.27 $25,856 - $29,380
-679 Reduced 0.17%
410,468 $16.9 Million
Q1 2021

May 10, 2021

BUY
$29.65 - $38.99 $399,800 - $525,741
13,484 Added 3.39%
411,147 $15.9 Million
Q4 2020

Jan 26, 2021

BUY
$23.47 - $30.31 $9.33 Million - $12.1 Million
397,663 New
397,663 $12.1 Million

Others Institutions Holding BAC

About Bank of America Corp


  • Ticker BAC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 8,024,450,048
  • Market Cap $336B
  • 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...
More about BAC
Track This Portfolio

Track Tru Wealth Advisors, LLC Portfolio

Follow Tru Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tru Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tru Wealth Advisors, LLC with notifications on news.