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 $373,612. This represents 0.15% of its overall portfolio holdings.

Number of Shares
5,678
Previous 6,191 8.29%
Holding current value
$373,612
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
49
Shares Held
902K
Call Options Held
140K
Put Options Held
36.8K
View Full List

About BANK OF MONTREAL

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

Track Concorde Asset Management, LLC Portfolio

Follow Concorde Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concorde Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concorde Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email