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
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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 |
|---|---|---|---|
| 2025-09-30 | $351k | 6.8k | 51.59 |
| 2025-06-30 | $322k | 6.8k | 47.32 |
| 2025-03-31 | $278k | 6.7k | 41.73 |
| 2024-12-31 | $287k | 6.5k | 43.95 |
| 2024-09-30 | $285k | 7.2k | 39.68 |
| 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 |