Montis Financial, LLC Ishares Agency Bond ETF Transaction History
Montis Financial, LLC
- $338 Million
- Q1 2025
A detailed history of Montis Financial, LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Montis Financial, LLC holds 13,746 shares of AGZ stock, worth $1.51 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
13,746
Previous 17,111
19.67%
Holding current value
$1.51 Million
Previous $1.85 Million
18.57%
% of portfolio
0.45%
Previous 0.57%
Shares
2 transactions
Others Institutions Holding AGZ
# of Institutions
156Shares Held
4.67MCall Options Held
0Put Options Held
0-
True Private Wealth Advisors405KShares$44.5 Million5.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL390KShares$42.8 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO373KShares$41 Million0.04% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL288KShares$31.6 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL188KShares$20.6 Million0.01% of portfolio