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Bank of America Corporation shares owned by Wipfli Financial Advisors Llc,

Quarter-by-quarter ownership of Bank of America Corporation (BAC) shares owned by Wipfli Financial Advisors Llc, from 13F filings

Historical chart of Wipfli Financial Advisors Llc, investment in Bank of America Corporation

Tip: Access up to 7 years of quarterly data

All positions including Bank of America Corporation held by Wipfli Financial Advisors Llc, consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of America Corporation by Wipfli Financial Advisors Llc,

Quarter filed Position value Share count Share price at filing
2022-09-30 $2.9M 96k 30.20
2022-03-31 $288k 7.0k 41.22

More positions owned by Wipfli Financial Advisors Llc,

Ishares Tr Core Msci Intl (IDEV)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Mcp Etf (IJH)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Wipfli Financial Advisors Llc,

Top funds holding Bank of America Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
T. Rowe Price Associates
Morgan Stanley
Franklin Resources
Capital World Investors
Northern Trust
Bank of New York Mellon
Dodge & Cox
Royal Bank of Canada

View all funds holding Bank of America Corporation