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BMO SPX 08/03/2026 15 abs ret shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of BMO SPX 08/03/2026 15 abs ret shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in BMO SPX 08/03/2026 15 abs ret

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All positions including BMO SPX 08/03/2026 15 abs ret held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BMO SPX 08/03/2026 15 abs ret by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 5.4M 1.02

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iShares Core MSCI EAFE Ez (IEFA)

View all positions for MAI Wealth Advisors

Top funds holding BMO SPX 08/03/2026 15 abs ret

MAI Wealth Advisors

View all funds holding BMO SPX 08/03/2026 15 abs ret