Institutional Owners for BAC
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CASSADY SCHILLER WEALTH MANAGEMENT LLC | COM | 4001 | $23,569 | 700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FINANCIAL FREEDOM LLC | COM | 4002 | $22,584 | 671 | 0.00 | 0.00 | 8 | 1.21 | 12-31-2023 |
| TD CAPITAL MANAGEMENT LLC | COM | 4003 | $17,936 | 655 | 0.00 | 0.00 | -150 | -18.63 | 09-30-2023 |
| RVW WEALTH LLC | COM | Liquidated | $0 | 0 | 0.00 | 650 | +Inf | 12-31-2023 |
