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The five essential pieces of financial paperwork you must never lose

Mislaying key documents can cause real headaches, so it’s worth tracking down these most commonly-lost bits of paperwork

Bank of America Corporation (BML-PL)

NYSE - NYSE Delayed price. Currency in USD

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22.18

+0.03

(+0.14%)

At close: 03:51PM EDT

Major holders

Currency in USD

0.00%	% of shares held by all insiders
10.60%	% of shares held by institutions
10.60%	% of float held by institutions
13	Number of institutions holding shares

Holder	Shares	Date reported	% out	Value
PNC Financial Services Group, Inc.	13,495	30 Dec 2023	96.01%	299,319
Highlander Capital Management, LLC	2,250	30 Dec 2023	16.01%	49,905
Tradition Wealth Management, LLC	700	30 Dec 2023	4.98%	15,526
Atlas Wealth LLC	62,428	30 Dec 2023	0.00%	1,384,653

Holder	Shares	Date reported	% out	Value
ETFis Ser Tr I-Virtus InfraCap U.S. Preferred Stock ETF	2,465	30 Jan 2024	17.54%	54,673
Innovator ETF Tr-Innovator S&P Investment Grade Preferred ETF	19,469	30 Jan 2024	0.00%	431,822
ETF Series Solutions-AAM Low Duration Preferred & Income Securities	43,217	30 Jan 2024	0.00%	958,553
SPDR (R) Ser Tr-SPDR ICE Preferred Securities ETF	69,248	28 Feb 2024	0.00%	1,535,920
iShares Preferred & Income Securities ETF	828,716	28 Feb 2024	0.00%	18,380,921
Global X Fds-Global X U.S. Preferred ETF	303,743	28 Feb 2024	0.00%	6,737,019
Global X Fds-Global X Variable Rate Preferred ETF	175,739	28 Feb 2024	0.00%	3,897,891
Invesco ETF Tr II-Invesco Variable Rate Preferred ETF	120,106	28 Feb 2024	0.00%	2,663,951