Heritage Wealth Management, LLC Bank Of Montreal Transaction History

Heritage Wealth Management, LLC

$200 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$20.43 - $30.11 $6,129 - $9,033	-300 Closed	0 $0
Q1 2022 Aug 15, 2022	BUY	$23.73 - $33.15 $7,119 - $9,945	300 New	300 $9,000

Others Institutions Holding FNGS

# of Institutions

41

Shares Held

2.22M

Call Options Held

94.1K

Put Options Held

11.6K

Advisor Group Holdings, Inc. Phoenix, AZ

704K
Shares

$33.2 Million
0.07% of portfolio
Jane Street Group, LLC New York, NY

553K
Shares

$26.1 Million
0.03% of portfolio
Mariner, LLC Overland Park, KS

361K
Shares

$17 Million
0.03% of portfolio
Cambridge Investment Research Advisors, Inc.

184K
Shares

$8.71 Million
0.03% of portfolio
Wealth Enhancement Advisory Services, LLC

123K
Shares

$5.81 Million
0.02% of portfolio

About BANK OF MONTREAL

Ticker FNGS
Exchange NYSE
Sector ETFs
Industry ETFs

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