BANK AMERICA CORP

Ticker: BAC CUSIP: 060505104 Class: COM

Modern Wealth Management, LLC's Holding History (CIK: 0002001900)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 64,978 Value ($000) $3,574 Avg Close $52.67 Range $48.28 - $56.55
Q3 2025
Shares 67,241 Value ($000) $3,469 Avg Close $48.34 Range $44.27 - $52.61
Q2 2025
Shares 67,620 Value ($000) $3,200 Avg Close $41.45 Range $32.53 - $47.16
Q1 2025
Shares 61,983 Value ($000) $2,587 Avg Close $43.62 Range $38.53 - $46.89
Q4 2024
Shares 62,342 Value ($000) $2,740 Avg Close $42.83 Range $37.64 - $46.73
Q3 2024
Shares 38,073 Value ($000) $1,511 Avg Close $38.77 Range $33.93 - $42.91
Q2 2024
Shares 37,576 Value ($000) $1,494 Avg Close $36.84 Range $32.78 - $38.95
Q1 2024
Shares 33,252 Value ($000) $1,261 Avg Close $32.80 Range $29.80 - $36.47
Q4 2023
Shares 28,503 Value ($000) $960 Avg Close $27.61 Range $23.60 - $32.47