Heritage Wealth Management, LLC Bank Of Montreal Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 15, 2022	SELL	$20.43 - $30.11 $6,129 - $9,033	-300 Closed	0 $0
Q1 2022 Aug 15, 2022	BUY	$23.73 - $33.15 $7,119 - $9,945	300 New	300 $9,000

Others Institutions Holding FNGS

# of Institutions

48

Shares Held

1.24M

Call Options Held

117K

Put Options Held

58.5K

Jane Street Group, LLC New York, NY

489K
Shares

$29.4 Million
0.01% of portfolio
Cambridge Investment Research Advisors, Inc.

164K
Shares

$9.87 Million
0.03% of portfolio
Wealth Enhancement Advisory Services, LLC

111K
Shares

$6.66 Million
0.01% of portfolio
Capital Investment Advisory Services, LLC

90.6K
Shares

$5.44 Million
0.53% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

61.1K
Shares

$3.67 Million
0.01% of portfolio

About BANK OF MONTREAL

Ticker FNGS
Exchange NYSE
Sector ETFs
Industry ETFs

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