Bank Of Montreal Cadcom shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Bank Of Montreal Cadcom (BMO) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Bank Of Montreal Cadcom
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Quarterly reported holdings in Bank Of Montreal Cadcom by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $254k | 2.8k | 90.20 |
| 2024-06-30 | $203k | 2.4k | 83.85 |
| 2024-03-31 | $237k | 2.4k | 97.68 |
| 2023-06-30 | $347k | 3.8k | 90.31 |
| 2023-03-31 | $238k | 2.7k | 89.11 |
| 2022-12-31 | $281k | 3.1k | 90.60 |
| 2022-09-30 | $335k | 3.8k | 87.65 |
| 2022-06-30 | $371k | 3.9k | 96.24 |
| 2022-03-31 | $451k | 3.8k | 118.03 |
| 2021-12-31 | $411k | 3.8k | 107.59 |
| 2021-09-30 | $234k | 2.3k | 99.79 |
| 2021-06-30 | $437k | 4.3k | 102.49 |
| 2021-03-31 | $303k | 3.4k | 89.25 |
| 2020-12-31 | $257k | 3.4k | 75.95 |
| 2020-03-31 | $315k | 6.3k | 50.24 |
| 2019-12-31 | $1.7M | 106k | 15.91 |
| 2019-09-30 | $313k | 4.2k | 73.80 |
| 2019-06-30 | $239k | 3.2k | 75.59 |
| 2019-03-31 | $237k | 3.2k | 74.95 |
| 2018-12-31 | $222k | 3.4k | 65.35 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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