Holistic Financial Partners's ownership history for BAC

Holistic Financial Partners currently holds 5.7K shares with a market value of $280.0K. It started holding BAC on 2025-06-30. At its peak, it held 8.9K shares on 2025-06-30. Its highest holding value was $434.3K on 2025-12-31. At its lowest, it held 5.7K shares on 2026-03-31, with a value of $280.0K on 2026-03-31. In the recent 180 days, Holistic Financial Partners has decreased its shares by 2.0K.