Modern Wealth Management, LLC's ownership history for BAC

Modern Wealth Management, LLC currently holds 65.0K shares with a market value of $3.6M. It started holding BAC on 2024-09-30. At its peak, it held 67.2K shares on 2025-09-30. Its highest holding value was $3.6M on 2025-12-31. At its lowest, it held 38.1K shares on 2024-09-30, with a value of $1.5M on 2024-09-30. In the recent 180 days, Modern Wealth Management, LLC has decreased its shares by 979. In the recent year, Modern Wealth Management, LLC has increased its shares by 1.9K.