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Bank Of America Corporation preferred shares owned by Walled Lake Planning & Wealth Management

Quarter-by-quarter ownership of Bank Of America Corporation preferred (BAC.PL) shares owned by Walled Lake Planning & Wealth Management from 13F filings

Historical chart of Walled Lake Planning & Wealth Management investment in Bank Of America Corporation preferred

Tip: Access up to 7 years of quarterly data

All positions including Bank Of America Corporation preferred held by Walled Lake Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank Of America Corporation preferred by Walled Lake Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $207k 170 1219.25
2024-09-30 $216k 170 1273.01
2024-06-30 $203k 170 1196.16
2024-03-31 $203k 170 1193.74

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View all positions for Walled Lake Planning & Wealth Management

Top funds holding Bank Of America Corporation preferred

Russell Investments
Ing Investment Management
Advent Capital Management
BlackRock
First Trust Advisors
Valeo Financial Advisors
Victory Capital Management
Camden Asset Management
Mirae Asset Global Etfs Holdings
State Street Corporation
Stonebridge Advisors
American Century Companies
Manufacturers Life Insurance Company
FMR
Ameriprise Financial

View all funds holding Bank Of America Corporation preferred