Rooted Wealth Advisors, Inc.'s ownership history for BAC

Rooted Wealth Advisors, Inc. currently holds 6.5K shares with a market value of $358.6K. It started holding BAC on 2025-06-30. At its peak, it held 6.5K shares on 2025-12-31. Its highest holding value was $358.6K on 2025-12-31. At its lowest, it held 5.1K shares on 2025-06-30, with a value of $239.8K on 2025-06-30. In the recent 180 days, Rooted Wealth Advisors, Inc. has increased its shares by 1.3K.