Bank of America Corporation shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Bank of America Corporation
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Quarterly reported holdings in Bank of America Corporation by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $122k | 3.2k | 37.91 |
| 2023-12-31 | $2.2k | 65 | 33.12 |
| 2023-09-30 | $88k | 3.2k | 27.37 |
| 2023-06-30 | $21k | 731 | 28.69 |
| 2023-03-31 | $19k | 658 | 28.59 |
| 2022-12-31 | $2.2k | 65 | 33.12 |
| 2022-09-30 | $1.6k | 54 | 30.20 |
More positions owned by Financial Synergies Wealth Advisors
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