Number of Shares
159,722.00
Current Holdings Value*
$7.56 Mil
% of Portfolio
0.87%
Total Estimate Gain
$3.07 Mil
% of Total Estimate Gain
15.64%

ARS Wealth Advisors Group, LLC's Bank of America Corp Holding Summary

As of 2025-06-30, ARS Wealth Advisors Group, LLC held 159,722.00 shares of Bank of America Corp(BAC), totaling $7.56 Mil. This investment constitutes 0.87% of their stock portfolio, and ARS Wealth Advisors Group, LLC now holds 0% of the outstanding Bank of America Corp(BAC) stock.

The initial trade took place in 2021Q3. And since then ARS Wealth Advisors Group, LLC has made 8 purchases of BAC, at an average price of $35.00, for a total of 561,398.00 shares. In addition, there have been 6 sales at an average price of $37.32 for 401,676.00 shares. Based on historical transaction data and BAC's current price of $48.39, ARS Wealth Advisors Group, LLC's estimated gain on his BAC holdings is $3.07 Mil, reflecting a 15.64% gain to date.

ARS Wealth Advisors Group, LLC BAC ($48.39) Holding Chart

ARS Wealth Advisors Group, LLC BAC ($48.39) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1