A detailed history of Integrated Wealth Concepts LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 3,578 shares of BMO stock, worth $337,763. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,578
Previous 4,221 15.23%
Holding current value
$337,763
Previous $353,000 8.78%
% of portfolio
0.0%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$79.1 - $90.77 $50,861 - $58,365
-643 Reduced 15.23%
3,578 $322,000
Q2 2024

Aug 14, 2024

SELL
$83.3 - $98.36 $34,569 - $40,819
-415 Reduced 8.95%
4,221 $353,000
Q1 2024

May 15, 2024

SELL
$89.53 - $98.63 $20,591 - $22,684
-230 Reduced 4.73%
4,636 $452,000
Q4 2023

Feb 13, 2024

BUY
$74.22 - $99.55 $2,671 - $3,583
36 Added 0.75%
4,866 $481,000
Q3 2023

Nov 15, 2023

SELL
$82.18 - $93.86 $2,383 - $2,721
-29 Reduced 0.6%
4,830 $407,000
Q2 2023

Aug 15, 2023

BUY
$82.89 - $92.23 $7,211 - $8,024
87 Added 1.82%
4,859 $438,000
Q1 2023

May 03, 2023

BUY
$84.39 - $101.98 $179,244 - $216,605
2,124 Added 80.21%
4,772 $425,000
Q4 2022

Feb 13, 2023

SELL
$83.26 - $100.16 $50,705 - $60,997
-609 Reduced 18.7%
2,648 $240,000
Q3 2022

Nov 14, 2022

BUY
$16.82 - $100.72 $12,228 - $73,223
727 Added 28.74%
3,257 $285,000
Q2 2022

Aug 08, 2022

BUY
$93.85 - $118.29 $5,067 - $6,387
54 Added 2.18%
2,530 $243,000
Q1 2022

May 12, 2022

SELL
$108.89 - $122.34 $1,960 - $2,202
-18 Reduced 0.72%
2,476 $292,000
Q4 2021

Feb 15, 2022

SELL
$100.75 - $112.3 $9,470 - $10,556
-94 Reduced 3.63%
2,494 $269,000
Q3 2021

Nov 15, 2021

BUY
$95.96 - $103.83 $248,344 - $268,712
2,588 New
2,588 $258,000

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 $63.7B
  • 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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