Institute for Wealth Management, LLC.'s ownership history for BAC

Institute for Wealth Management, LLC. currently holds 78.5K shares with a market value of $3.8M. It started holding BAC on 2024-09-30. At its peak, it held 80.3K shares on 2024-09-30. Its highest holding value was $4.3M on 2025-12-31. At its lowest, it held 77.6K shares on 2025-12-31, with a value of $3.2M on 2024-09-30. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 118. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 1.3K.