Institutional Owners for BAC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| COMPASS WEALTH MANAGEMENT LLC | COM | 4151 | $58,462 | 1,470 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| OAKMONT CORP | COM | 4152 | $57,865 | 1,455 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| KEENER FINANCIAL PLANNING LLC | COM | 4153 | $56,000 | 1,454 | 0.04 | 0.04 | 0 | 0.00 | 03-31-2024 |
| TFO-TDC LLC | COM | 4154 | $40,711 | 1,419 | 0.00 | 0.00 | -2,732 | -65.82 | 06-30-2023 |
