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Bank of America Corporation shares owned by Bridgewealth Advisory Group

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Bridgewealth Advisory Group from 13F filings

Historical chart of Bridgewealth Advisory Group investment in Bank of America Corporation

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All positions including Bank of America Corporation held by Bridgewealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Bridgewealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $534k 14k 37.92
2023-12-31 $529k 16k 33.67
2023-09-30 $450k 16k 27.38
2023-06-30 $470k 16k 28.69
2023-03-31 $471k 17k 28.60
2022-12-31 $525k 16k 33.12

More positions owned by Bridgewealth Advisory Group

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pimco Etf Tr Multisector Bd (PYLD)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
United Security Bancshares (UBFO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
J P Morgan Exchange Traded F Short Dura Core (JSCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Pimco Etf Tr Muni Income Opp (MINO)

View all positions for Bridgewealth Advisory Group

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
FMR
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
Franklin Resources
Dodge & Cox
Northern Trust
Goldman Sachs Group
Legal & General Group
Harris Associates L.P
Bank of New York Mellon
Parnassus Investments

View all funds holding Bank of America Corporation