Arkadios Wealth Advisors's ownership history for BAC

Arkadios Wealth Advisors currently holds 256.4K shares with a market value of $12.5M. It started holding BAC on 2024-09-30. At its peak, it held 256.4K shares on 2026-03-31. Its highest holding value was $12.5M on 2026-03-31. At its lowest, it held 109.4K shares on 2024-12-31, with a value of $4.5M on 2024-09-30. In the recent 180 days, Arkadios Wealth Advisors has increased its shares by 63.7K. In the recent year, Arkadios Wealth Advisors has increased its shares by 133.2K.

It has also owned 55 contracts of calls, with the market value of the underlying securities totaling $268.1K on 2025-03-31. At its peak, it held 106 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $583.0K on 2025-12-31. At its lowest, it held 50 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $208.7K on 2025-03-31. In the recent 180 days, Arkadios Wealth Advisors has decreased its holdings by 51 contracts. In the recent year, Arkadios Wealth Advisors has increased its holdings by 5 contracts.