True Wealth Design, LLC's ownership history for BAC

True Wealth Design, LLC currently holds 1.6K shares with a market value of $86.7K. It started holding BAC on 2024-12-31. At its peak, it held 2.9K shares on 2025-03-31. Its highest holding value was $120.1K on 2025-03-31. At its lowest, it held 591 shares on 2025-06-30, with a value of $28.0K on 2025-06-30. In the recent 180 days, True Wealth Design, LLC has increased its shares by 985. In the recent year, True Wealth Design, LLC has decreased its shares by 1.0K.