Concorde Asset Management, LLC Bank Of Montreal Transaction History

Concorde Asset Management, LLC

  • $183 Million
  • Q1 2025

A detailed history of Concorde Asset Management, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Concorde Asset Management, LLC holds 5,678 shares of FNGS stock, worth $394,393. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,678
Previous 6,191 8.29%
Holding current value
$394,393
Previous $355,000 20.56%
% of portfolio
0.15%
Previous 0.19%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$49.78 - $61.24 $25,537 - $31,416
-513 Reduced 8.29%
5,678 $282,000
Q4 2024

Feb 13, 2025
SELL
$48.38 - $60.6 $23,657 - $29,633
-489 Reduced 7.32%
6,191 $355,000
Q1 2024

May 15, 2024
SELL
$36.23 - $43.86 $978 - $1,184
-27 Reduced 0.4%
6,680 $289,000
Q4 2023

Feb 14, 2024
SELL
$30.64 - $38.11 $13,328 - $16,577
-435 Reduced 6.09%
6,707 $253,000
Q3 2023

Nov 09, 2023
BUY
$31.47 - $35.73 $25,931 - $29,441
824 Added 13.04%
7,142 $228,000
Q2 2023

Jul 25, 2023
BUY
$24.93 - $34.01 $157,507 - $214,875
6,318 New
6,318 $212,000

Others Institutions Holding FNGS

# of Institutions
52
Shares Held
1.24M
Call Options Held
60.8K
Put Options Held
29.2K
View Full List

About BANK OF MONTREAL

FNGS Quotes by TradingView
  • Ticker FNGS
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about FNGS
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