A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Bank Of Montreal stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 17,471 shares of BMO stock, worth $1.97 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
17,471
Previous 17,384 0.5%
Holding current value
$1.97 Million
Previous $1.66 Million 16.39%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025

BUY
$87.54 - $110.63 $7,615 - $9,624
87 Added 0.5%
17,471 $1.93 Million
Q1 2025

Apr 21, 2025

SELL
$94.92 - $104.14 $211,481 - $232,023
-2,228 Reduced 11.36%
17,384 $1.66 Million
Q4 2024

Feb 10, 2025

BUY
$89.75 - $103.39 $1.76 Million - $2.03 Million
19,612 New
19,612 $1.9 Million

Others Institutions Holding BMO

About BANK OF MONTREAL


  • Ticker BMO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 674,361,024
  • Market Cap $76.1B
  • Description
  • Bank of Montreal provides diversified financial services primarily in North America. The company's personal banking products and services include checking and savings accounts, credit cards, mortgages, and financial and investment advice services; and commercial banking products and services comprise business deposit accounts, commercial credit ...
More about BMO
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