Bank Of Montreal Simplify Exch Trad Fds Us Eq P Transaction History

Bank Of Montreal

$197 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 01, 2023	BUY	$26.22 - $28.11 $156,087 - $167,338	5,953 Added 5461.47%	6,062 $158,000
Q1 2023 Jun 13, 2024	BUY	$24.02 - $26.27 $2,618 - $2,863	109 New	109 $2,000
Q4 2022 Feb 01, 2023	BUY	$23.9 - $26.17 $2,605 - $2,852	109 New	109 $2,000
Q2 2022 Aug 11, 2022	SELL	$26.34 - $31.45 $192,044 - $229,301	-7,291 Closed	0 $0
Q1 2022 May 12, 2022	SELL	$29.63 - $33.3 $1.77 Million - $1.99 Million	-59,695 Reduced 89.12%	7,291 $232,000
Q4 2021 Feb 11, 2022	BUY	$30.18 - $33.42 $133,063 - $147,348	4,409 Added 7.05%	66,986 $2.24 Million
Q3 2021 Nov 12, 2021	BUY	$30.02 - $32.03 $330,340 - $352,458	11,004 Added 21.34%	62,577 $1.99 Million
Q2 2021 Aug 12, 2021	BUY	$28.48 - $30.39 $1.47 Million - $1.57 Million	51,573 New	51,573 $1.56 Million

Others Institutions Holding SPD

# of Institutions

40

Shares Held

1.47M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

265K
Shares

$8.82 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

248K
Shares

$8.24 Million
0.02% of portfolio
Ae Wealth Management LLC

139K
Shares

$4.62 Million
0.05% of portfolio
Almanack Investment Partners, Llc. Wayne, PA

136K
Shares

$4.52 Million
0.74% of portfolio
Austin Wealth Management, LLC Austin, TX

113K
Shares

$3.75 Million
0.82% of portfolio

About SIMPLIFY EXCH TRAD FDS US EQ P

Ticker SPD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bank Of Montreal , based on Form 13F filings with the SEC.

News

Stay updated on Bank Of Montreal with notifications on news.