Momentum Wealth Planning, LLC's ownership history for BAC-PL

Momentum Wealth Planning, LLC currently holds 827 shares with a market value of $985.4K. It started holding BAC-PL on 2025-06-30. At its peak, it held 872 shares on 2025-06-30. Its highest holding value was $1.1M on 2025-09-30. At its lowest, it held 827 shares on 2026-03-31, with a value of $985.4K on 2026-03-31. In the recent 180 days, Momentum Wealth Planning, LLC has decreased its shares by 34.