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Bank Of Montreal Cadcom shares owned by CliftonLarsonAllen Wealth Advisors

Quarter-by-quarter ownership of Bank Of Montreal Cadcom (BMO) shares owned by CliftonLarsonAllen Wealth Advisors from 13F filings

Historical chart of CliftonLarsonAllen Wealth Advisors investment in Bank Of Montreal Cadcom

Tip: Access up to 7 years of quarterly data

All positions including Bank Of Montreal Cadcom held by CliftonLarsonAllen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank Of Montreal Cadcom by CliftonLarsonAllen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.5M 20k 129.79
2025-09-30 $2.5M 20k 130.25
2025-06-30 $2.1M 19k 110.63

More positions owned by CliftonLarsonAllen Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPAB)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust State Street Spd (SPIB)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Spdr Series Trust State Street Spd (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Mbs Etf (MBB)
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)

View all positions for CliftonLarsonAllen Wealth Advisors

Top funds holding Bank Of Montreal Cadcom

Royal Bank of Canada
Vanguard Group
TD Asset Management
CIBC World Markets
National Bank Of Canada /fi/
Goodman & Company, Investment Counsel
Mackenzie Financial
Fil
Norges Bank Investment Management
Toronto-Dominion Bank
FMR
Geode Capital Management
CIBC Global Asset Management
Bank of Nova Scotia
Jarislowsky, Fraser

View all funds holding Bank Of Montreal Cadcom