Number of Shares
519.00
Current Holdings Value*
$630,000.00
% of Portfolio
0.29%
Total Estimate Gain
$20,661.39
% of Total Estimate Gain
3.37%

Asset Allocation & Management Company, LLC's Bank of America Corp Holding Summary

As of 2025-06-30, Asset Allocation & Management Company, LLC held 519.00 shares of Bank of America Corp(BACpL.PFD), totaling $630,000.00. This investment constitutes 0.29% of their stock portfolio, and Asset Allocation & Management Company, LLC now holds -% of the outstanding Bank of America Corp(BACpL.PFD) stock.

The initial trade took place in 2025Q2. And since then Asset Allocation & Management Company, LLC has made 1 purchases of BACpL.PFD, at an average price of $1,180.49, for a total of 519.00 shares. Based on historical transaction data and BACpL.PFD's current price of $1220.30, Asset Allocation & Management Company, LLC's estimated gain on his BACpL.PFD holdings is $20,661.39, reflecting a 3.37% gain to date.

Asset Allocation & Management Company, LLC BACpL.PFD ($1220.30) Holding Chart

Asset Allocation & Management Company, LLC BACpL.PFD ($1220.30) 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 %

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