Mutual Advisors, LLC Bank Of Montreal Transaction History

Mutual Advisors, LLC

$3.73 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 09, 2022	SELL	$23.73 - $33.15 $558,224 - $779,820	-23,524 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$29.71 - $34.97 $698,898 - $822,634	23,524 New	23,524 $762,000

Others Institutions Holding FNGS

# of Institutions

52

Shares Held

1.24M

Call Options Held

60.8K

Put Options Held

29.2K

Advisor Group Holdings, Inc. Phoenix, AZ

509K
Shares

$35.9 Million
0.06% of portfolio
Wealth Enhancement Advisory Services, LLC

161K
Shares

$11.4 Million
0.02% of portfolio
Capital Investment Advisory Services, LLC

91.1K
Shares

$6.43 Million
0.53% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

69.3K
Shares

$4.89 Million
0.0% of portfolio
Tactive Advisors, LLC Jacksonville, FL

52K
Shares

$3.67 Million
1.1% of portfolio

About BANK OF MONTREAL

Ticker FNGS
Exchange NYSE
Sector ETFs
Industry ETFs

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