Institutional Owners for BAC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| WEBSTERROGERS FINANCIAL ADVISORS LLC | COM | 3051 | $327,058 | 9,713 | 0.00 | 0.00 | -7,295 | -42.89 | 12-31-2023 |
| JACKSON HOLE CAPITAL PARTNERS LLC | COM | 3052 | $327,011 | 9,712 | 0.00 | 0.00 | -30,448 | -75.82 | 12-31-2023 |
| ONYX BRIDGE WEALTH GROUP LLC | COM | 3053 | $326,815 | 9,706 | 0.00 | 0.00 | -1,576 | -13.97 | 12-31-2023 |
| CONSILIUM WEALTH ADVISORY LLC | COM | 3054 | $365,283 | 9,633 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
