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Bank Montreal Que shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of Bank Montreal Que (FNGU) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth Advisors investment in Bank Montreal Que

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bank Montreal Que by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.5M 87k 29.16
2025-06-30 $2.3M 91k 24.89

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Ibonds 27 Trm Ts (IBTH)
Ishares Tr Ibonds Oct 2028 (IBIE)
Ishares Tr Ibonds 29 Trm Ts (IBTJ)
Ishares Tr Ibonds Dec 2031 (IBTL)
Ishares Tr Ibonds Oct 2030 (IBIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Euro (IEUR)
First Tr Exchange-traded SHS (FDL)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Barclays Bank Ipath S&p 500 Sh (VXX)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)

View all positions for TRUE Private Wealth Advisors

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