Wealth Enhancement Advisory Services, LLC Bank Of Montreal Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 160,424 shares of FNGS stock, worth $9.59 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

160,424

Previous 156,366 2.6%

Holding current value

$9.59 Million

Previous $8.97 Million 10.89%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$49.78 - $61.24 $202,007 - $248,511	4,058 Added 2.6%	160,424 $7.99 Million
Q4 2024 Mar 17, 2025	BUY	$48.38 - $60.6 $2.2 Million - $2.76 Million	45,565 Added 41.12%	156,366 $8.97 Million
Q3 2024 Oct 23, 2024	SELL	$43.68 - $53.14 $532,721 - $648,095	-12,196 Reduced 9.92%	110,801 $5.47 Million
Q2 2024 Jul 16, 2024	SELL	$40.13 - $49.48 $259,721 - $320,234	-6,472 Reduced 5.0%	122,997 $6.04 Million
Q1 2024 Apr 15, 2024	SELL	$36.23 - $43.86 $354,474 - $429,126	-9,784 Reduced 7.03%	129,469 $5.61 Million
Q4 2023 Jan 30, 2024	BUY	$30.64 - $38.11 $4.27 Million - $5.31 Million	139,253 New	139,253 $5.26 Million

Others Institutions Holding FNGS

# of Institutions

Shares Held

1.07M

Call Options Held

140K

Put Options Held

37.2K

View Full List

About BANK OF MONTREAL

Ticker FNGS
Exchange NYSE
Sector ETFs
Industry ETFs

More about FNGS

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Wealth Enhancement Advisory Services, LLC Bank Of Montreal Transaction History