Bank Of Montreal Starboard Invt Tr Rh Hedged Mu Transaction History

Bank Of Montreal

$214 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 14, 2024	BUY	$7.79 - $8.12 $401,761 - $418,780	51,574 New	51,574 $405,000
Q4 2023 Feb 08, 2024	BUY	$7.05 - $7.66 $187,057 - $203,242	26,533 New	26,533 $202,000

Others Institutions Holding AMAX

# of Institutions

18

Shares Held

5.66M

Call Options Held

0

Put Options Held

0

Gallagher Benefit Services, Inc. Rolling Meadows, IL

1.78M
Shares

$14.2 Million
2.86% of portfolio
F3 Logic, LLC

1.78M
Shares

$14.2 Million
2.87% of portfolio
Kestra Private Wealth Services, LLC

815K
Shares

$6.52 Million
0.12% of portfolio
Encompass More Asset Management Danville, CA

428K
Shares

$3.43 Million
1.32% of portfolio
Rockport Wealth LLC Fairview Park, OH

371K
Shares

$2.97 Million
0.8% of portfolio

About STARBOARD INVT TR RH HEDGED MU

Ticker AMAX

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