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Invenio Wealth Partners »

Bank of America Corporation shares owned by Invenio Wealth Partners

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Invenio Wealth Partners from 13F filings

Historical chart of Invenio Wealth Partners investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Invenio Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Invenio Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$331k	8.3k	39.77
2024-03-31	$323k	8.5k	37.92
2023-12-31	$378k	11k	33.67
2023-09-30	$299k	11k	27.38

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Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)

Wisdomtree U.s. Midcap Dividend Fund Etf (DON)

Jpmorgan Municipal Etf Etf (JMUB)

Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)

Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)

Schwab U.s. Large-cap Growth Etf Etf (SCHG)

Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)

Wisdomtree Managed Futures Strategy Fund Etf (WTMF)

Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)

Spdr S&p 500 Etf Trust Etf (SPY)

Wisdomtree U.s. Smallcap Fund Etf (EES)

Ishares National Muni Bond Etf Etf (MUB)

Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)

View all positions for Invenio Wealth Partners

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