A detailed history of Ever Source Wealth Advisors, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 623 shares of BMO stock, worth $52,487. This represents 0.0% of its overall portfolio holdings.

Number of Shares
623
Previous 463 34.56%
Holding current value
$52,487
Previous $45,000 33.33%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024

BUY
$89.53 - $98.63 $14,324 - $15,780
160 Added 34.56%
623 $60,000
Q4 2023

Feb 09, 2024

BUY
$74.22 - $99.55 $9,648 - $12,941
130 Added 39.04%
463 $45,000
Q3 2023

Nov 03, 2023

BUY
$82.18 - $93.86 $17,997 - $20,555
219 Added 192.11%
333 $28,000
Q2 2023

Aug 04, 2023

BUY
$82.89 - $92.23 $6,879 - $7,655
83 Added 267.74%
114 $10,000
Q1 2023

May 11, 2023

SELL
$84.39 - $101.98 $5,822 - $7,036
-69 Reduced 69.0%
31 $2,000
Q4 2022

Feb 09, 2023

BUY
$83.26 - $100.16 $3,080 - $3,705
37 Added 58.73%
100 $9,000
Q4 2021

Feb 07, 2022

BUY
$100.75 - $112.3 $6,347 - $7,074
63 New
63 $7,000

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 $56.8B
  • 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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