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Bank Montreal Que shares owned by Centric Wealth Management

Quarter-by-quarter ownership of Bank Montreal Que (FNGU) shares owned by Centric Wealth Management from 13F filings

Historical chart of Centric Wealth Management investment in Bank Montreal Que

Tip: Access up to 7 years of quarterly data

All positions including Bank Montreal Que held by Centric Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank Montreal Que by Centric Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 71k 32.53
2025-06-30 $5.7M 221k 25.73

More positions owned by Centric Wealth Management

United Parcel Service CL B (UPS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Hartford Fds Exchange Traded Strategic Income (HFSI)
UnitedHealth (UNH)
Microsoft Corporation (MSFT)
Pacer Fds Tr Lunt Lrgcp Multi (PALC)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Ishares Tr Ibonds Dec 2030 (IBDV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Advanced Micro Devices (AMD)

View all positions for Centric Wealth Management

Top funds holding Bank Montreal Que

Oriental Harbor Investment Fund
Larson Financial Group
Morgan Stanley
ESG Planning
TRUE Private Wealth Advisors
Centric Wealth Management
Barclays
Citadel Advisors
Wallace Advisory Group
Mayflower Financial Advisors
Jane Street
Envestnet Asset Management
UBS Group
CI Private Wealth
Pnc Financial Services

View all funds holding Bank Montreal Que