Waterfront Wealth Inc.'s ownership history for BAC

Waterfront Wealth Inc. currently holds 18.7K shares with a market value of $955.2K. It started holding BAC on 2024-09-30. At its peak, it held 19.7K shares on 2024-12-31. Its highest holding value was $955.2K on 2025-09-30. At its lowest, it held 18.0K shares on 2024-09-30, with a value of $767.3K on 2024-09-30. In the recent 180 days, Waterfront Wealth Inc. has decreased its shares by 619. In the recent year, Waterfront Wealth Inc. has increased its shares by 712.