Bank Of Montreal Invesco Exchange Self Ind Tr Transaction History

Bank Of Montreal

$214 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$22.1 - $22.43 $593,716 - $602,581	26,865 New	26,865 $594,000
Q2 2023 Aug 02, 2023	BUY	$21.62 - $22.57 $539,159 - $562,850	24,938 New	24,938 $547,000

Others Institutions Holding BSMU

# of Institutions

66

Shares Held

3.55M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

390K
Shares

$8.54 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

271K
Shares

$5.95 Million
0.0% of portfolio
Confluence Investment Management LLC

265K
Shares

$5.81 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

196K
Shares

$4.29 Million
0.0% of portfolio
Envision Financial Planning, LLC Memphis, TN

194K
Shares

$4.26 Million
2.27% of portfolio

About INVESCO EXCHANGE SELF-IND TR

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