Clearstead Trust, LLC's ownership history for BAC

Clearstead Trust, LLC currently holds 9.1K shares with a market value of $470.5K. It started holding BAC on 2024-09-30. At its peak, it held 10.6K shares on 2025-06-30. Its highest holding value was $502.9K on 2025-06-30. At its lowest, it held 890 shares on 2024-09-30, with a value of $35.3K on 2024-09-30. In the recent 180 days, Clearstead Trust, LLC has increased its shares by 796. In the recent year, Clearstead Trust, LLC has increased its shares by 8.2K.