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Bank Of Montreal Cadcom shares owned by Larry Mathis Financial Planning

Quarter-by-quarter ownership of Bank Of Montreal Cadcom (BMO) shares owned by Larry Mathis Financial Planning from 13F filings

Historical chart of Larry Mathis Financial Planning investment in Bank Of Montreal Cadcom

Tip: Access up to 7 years of quarterly data

All positions including Bank Of Montreal Cadcom held by Larry Mathis Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank Of Montreal Cadcom by Larry Mathis Financial Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $433k 2.4k 176.70

More positions owned by Larry Mathis Financial Planning

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr Hgh Yld Int Rate (HYHG)
Proshares Tr Invt Int Rt Hg (IGHG)
CRH Ord (CRH)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Spdr Series Trust St Str Sp Telco (XTL)
Vaneck Etf Trust Semiconductr Etf (SMH)
NVIDIA Corporation (NVDA)
Spdr Series Trust St Str Sp Biot (XBI)
UnitedHealth (UNH)
JPMorgan Chase & Co. (JPM)
Abbvie (ABBV)

View all positions for Larry Mathis Financial Planning

Top funds holding Bank Of Montreal Cadcom

Royal Bank of Canada
Bank Of Montreal
Vanguard Capital Management
TD Asset Management
CIBC World Markets
Fil
National Bank Of Canada /fi/
Goodman & Company, Investment Counsel
Mackenzie Financial
Toronto-Dominion Bank
Geode Capital Management
FMR
CIBC Global Asset Management
Canada Pension Plan Investment Board
Vanguard Fiduciary Trust

View all funds holding Bank Of Montreal Cadcom