A detailed history of Archetype Wealth Partners transactions in Bank Of Montreal stock. As of the latest transaction made, Archetype Wealth Partners holds 2,672 shares of BMO stock, worth $257,954. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,672
Previous 2,672 -0.0%
Holding current value
$257,954
Previous $224,000 7.59%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 13, 2023

SELL
$82.18 - $93.86 $8,218 - $9,386
-100 Reduced 3.61%
2,672 $225,000
Q2 2023

Aug 14, 2023

BUY
$82.89 - $92.23 $8,289 - $9,223
100 Added 3.74%
2,772 $250,000
Q2 2022

Aug 15, 2022

BUY
$93.85 - $118.29 $1,407 - $1,774
15 Added 0.56%
2,672 $257,000
Q1 2021

Apr 30, 2021

SELL
$74.31 - $89.94 $25,488 - $30,849
-343 Reduced 11.43%
2,657 $237,000
Q4 2020

Feb 12, 2021

BUY
$58.0 - $76.94 $174,000 - $230,820
3,000 New
3,000 $228,000

Others Institutions Holding BMO

About BANK OF MONTREAL


  • Ticker BMO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 674,361,024
  • Market Cap $65.1B
  • Description
  • Bank of Montreal provides diversified financial services primarily in North America. The company's personal banking products and services include checking and savings accounts, credit cards, mortgages, and financial and investment advice services; and commercial banking products and services comprise business deposit accounts, commercial credit ...
More about BMO
Track This Portfolio

Track Archetype Wealth Partners Portfolio

Follow Archetype Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Archetype Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Archetype Wealth Partners with notifications on news.