A detailed history of Wealthspire Advisors, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 6,355 shares of BMO stock, worth $638,423. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,355
Previous 6,230 2.01%
Holding current value
$638,423
Previous $562,000 9.61%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 03, 2025

BUY
$89.75 - $103.39 $11,218 - $12,923
125 Added 2.01%
6,355 $616,000
Q2 2024

Aug 08, 2024

BUY
$83.3 - $98.36 $518,959 - $612,782
6,230 New
6,230 $522,000
Q1 2019

May 08, 2019

SELL
$65.83 - $78.27 $17,115 - $20,350
-260 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$63.51 - $83.41 $16,512 - $21,686
260 New
260 $17,000

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 $67.7B
  • 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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