Creative Planning Bank Of Montreal Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in Bank Of Montreal stock. As of the latest transaction made, Creative Planning holds 3,017 shares of FNGS stock, worth $212,366. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,017

Holding current value

$212,366

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$64.17 - $71.22 $193,600 - $214,870	3,017 New	3,017 $211,000

Others Institutions Holding FNGS

# of Institutions

Shares Held

1.28M

Call Options Held

66.1K

Put Options Held

127K

Advisor Group Holdings, Inc. Phoenix, AZ

390K
Shares

$27.4 Million
0.04% of portfolio
Wealth Enhancement Advisory Services, LLC

168K
Shares

$11.8 Million
0.02% of portfolio
Goldman Sachs Group Inc New York, NY

112K
Shares

$7.88 Million
0.0% of portfolio
Gts Securities LLC New York, NY

75K
Shares

$5.28 Million
0.2% of portfolio
Capital Investment Advisory Services, LLC

68.8K
Shares

$4.84 Million
0.42% of portfolio

View Full List

About BANK OF MONTREAL

Ticker FNGS
Exchange NYSE
Sector ETFs
Industry ETFs

More about FNGS

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