Wealth Plan Investment Management, LLC Bank Of America Corp Transaction History
Wealth Plan Investment Management, LLC
- $1.38 Billion
- Q3 2025
A detailed history of Wealth Plan Investment Management, LLC transactions in Bank Of America Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 13,603 shares of BAC stock, worth $700,282. This represents 0.05% of its overall portfolio holdings.
Number of Shares
13,603
Previous 13,356
1.85%
Holding current value
$700,282
Previous $632,000
10.92%
% of portfolio
0.05%
Previous 0.05%
Shares
15 transactions
Others Institutions Holding BAC
# of Institutions
3,881Shares 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...