A detailed history of Intercontinental Wealth Advisors, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 6,400 shares of BMO stock, worth $582,464. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,400
Previous 6,150 4.07%
Holding current value
$582,464
Previous $548,000 5.29%
% of portfolio
0.14%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

BUY
$82.89 - $92.23 $20,722 - $23,057
250 Added 4.07%
6,400 $577,000
Q1 2023

May 03, 2023

SELL
$84.39 - $101.98 $5,822 - $7,036
-69 Reduced 1.11%
6,150 $548,000
Q4 2022

Feb 13, 2023

BUY
$83.26 - $100.16 $2,997 - $3,605
36 Added 0.58%
6,219 $563,000
Q3 2022

Nov 10, 2022

BUY
$16.82 - $100.72 $103,998 - $622,751
6,183 New
6,183 $542,000

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 $61.4B
  • 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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