Bank Of Montreal Two Rds Shared Tranfield Us Eq Transaction History

Bank Of Montreal

$214 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 12, 2022	SELL	$12.29 - $14.08 $280,347 - $321,178	-22,811 Closed	0 $0
Q4 2021 Feb 11, 2022	BUY	$13.37 - $14.89 $304,983 - $339,655	22,811 New	22,811 $332,000

Others Institutions Holding AESR

# of Institutions

17

Shares Held

7.37M

Call Options Held

0

Put Options Held

0

Foundations Investment Advisors, LLC

4.84M
Shares

$83.6 Million
1.84% of portfolio
First International Bank & Trust Watford City, ND

1.07M
Shares

$18.6 Million
5.95% of portfolio
Anfield Capital Management, LLC Newport Beach, CA

809K
Shares

$14 Million
5.39% of portfolio
Geneos Wealth Management Inc.

423K
Shares

$7.32 Million
0.28% of portfolio
Provence Wealth Management Group

70.7K
Shares

$1.22 Million
0.53% of portfolio

About TWO RDS SHARED TRANFIELD US EQ

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