Goss Wealth Management »

Bank Montreal Medium shares owned by Goss Wealth Management

Quarter-by-quarter ownership of Bank Montreal Medium (WTIU) shares owned by Goss Wealth Management from 13F filings

Historical chart of Goss Wealth Management investment in Bank Montreal Medium

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Bank Montreal Medium by Goss Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $230k 22k 10.63
2025-06-30 $199k 22k 9.18

More positions owned by Goss Wealth Management

Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Vanguard S&p MF Closed and MF Open (VOO)
Broadcom Common Stock (AVGO)
Amazon Common Stock (AMZN)
Jpmorgan Chase Common Stock (JPM)
Ishares U S MF Closed and MF Open (DYNF)
Ishares Msci MF Closed and MF Open (QUAL)
Ishares S&p MF Closed and MF Open (IVW)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Meta Platforms Common Stock (META)

View all positions for Goss Wealth Management

Top funds holding Bank Montreal Medium

Goss Wealth Management
Spire Wealth Management

View all funds holding Bank Montreal Medium