Wallace Advisory Group, LLC BANK MONTREAL MEDIUM Transaction History

Wallace Advisory Group, LLC

  • $145 Billion
  • Q4 2024
Number of Shares
756
Previous 1,253 39.66%
Holding current value
$310 Million
Previous $558 Million 44.48%
% of portfolio
0.21%
Previous 0.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
SELL
N/A
-497 Reduced 39.66%
756 $310 Million
Q2 2024

Aug 14, 2024
BUY
N/A
264 Added 26.69%
1,253 $558 Million
Q1 2024

Apr 12, 2024
BUY
N/A
989 New
989 $230 Million
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