Number of Shares
1,942.00
Current Holdings Value*
$2.40 Mil
% of Portfolio
0.2%
Total Estimate Gain
$-11,263.60
% of Total Estimate Gain
-0.47%

Private Wealth Partners, LLC's Bank of America Corp Holding Summary

As of 2025-03-31, Private Wealth Partners, LLC held 1,942.00 shares of Bank of America Corp(BACpL.PFD), totaling $2.40 Mil. This investment constitutes 0.2% of their stock portfolio, and Private Wealth Partners, LLC now holds -% of the outstanding Bank of America Corp(BACpL.PFD) stock.

The initial trade took place in 2025Q1. And since then Private Wealth Partners, LLC has made 1 purchases of BACpL.PFD, at an average price of $1,227.80, for a total of 1,942.00 shares. Based on historical transaction data and BACpL.PFD's current price of $1222.00, Private Wealth Partners, LLC's estimated gain on his BACpL.PFD holdings is $-11,263.60, reflecting a -0.47% gain to date.

Private Wealth Partners, LLC BACpL.PFD ($1222.00) Holding Chart

Private Wealth Partners, LLC BACpL.PFD ($1222.00) 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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