Halpern Financial, Inc. Bank Of Montreal Transaction History

Halpern Financial, Inc.

$364 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Sep 21, 2023	SELL	$21.89 - $79.9 $372 - $1,358	-17 Closed	0 $0
Q3 2020 Sep 21, 2023	BUY	$31.4 - $77.2 $533 - $1,312	17 New	17 $27,000

Others Institutions Holding NRGU

# of Institutions

18

Shares Held

31.3K

Call Options Held

0

Put Options Held

0

Susquehanna International Group, LLP Bala Cynwyd, PA

8.58K
Shares

$3.93 Million
0.0% of portfolio
Thames Capital Management LLC New York, NY

5.47K
Shares

$2.51 Million
1.4% of portfolio
Hrt Financial LP New York, NY

3.62K
Shares

$1.66 Million
0.01% of portfolio
Ken Griffin Citadel Advisors LLC | Chicago, Il

3.18K
Shares

$1.46 Million
0.0% of portfolio
Jim Simons Renaissance Technologies LLC | New York, Ny

2.6K
Shares

$1.19 Million
0.0% of portfolio

About BANK OF MONTREAL

Ticker NRGU
Exchange NYSE
Sector ETFs
Industry ETFs

More about NRGU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Halpern Financial, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Halpern Financial, Inc. with notifications on news.