Skip to main content

Vertrix Wealth Management, LLC

SEC CIK
0002118328
Latest filing
Jul 9, 2026

BAC holding history

Bank of America Corp in every 13F filed by Vertrix Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BAC overviewAll 13F holders of BACFull Q2 2026 holdings

Shares (Q2 2026)
9,099
Value
$518.5K
% of portfolio
0.2%
Quarters held
2
Since Q1 2026
Holdings of BAC by Vertrix Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,099$518.5K0.2%00.0%UnchangedHolders
Q1 20269,099$443.6K0.2%–No prior filingHolders