Bank Of Montreal Davis Fundamental ETF Tr Transaction History

Bank Of Montreal

$202 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	BUY	$18.92 - $24.25 $20,982 - $26,893	1,109 Added 9.91%	12,295 $295,000
Q2 2024 Aug 14, 2024	BUY	$18.8 - $21.95 $210,296 - $245,532	11,186 New	11,186 $222,000

Others Institutions Holding DINT

# of Institutions

41

Shares Held

9.3M

Call Options Held

0

Put Options Held

0

Chris Davis Davis Selected Advisers | Tucson, Az

3.87M
Shares

$91.5 Million
0.5% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.25M
Shares

$29.5 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

739K
Shares

$17.5 Million
0.02% of portfolio
Integrity Wealth Advisors, Inc. Ventura, CA

732K
Shares

$17.3 Million
11.65% of portfolio
Morgan Stanley New York, NY

643K
Shares

$15.2 Million
0.0% of portfolio

About DAVIS FUNDAMENTAL ETF TR

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