Kestra Advisory Services, LLC Bank Of Montreal Transaction History

Kestra Advisory Services, LLC

$20.1 Billion
Q3 2025

A detailed history of Kestra Advisory Services, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 7,345 shares of FNGS stock, worth $517,014. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,345

Previous 13,390 45.15%

Holding current value

$517,014

Previous $872,000 41.06%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$64.17 - $71.22 $387,907 - $430,524	-6,045 Reduced 45.15%	7,345 $514,000
Q2 2025 Aug 14, 2025	BUY	$44.91 - $65.15 $297,977 - $432,270	6,635 Added 98.22%	13,390 $872,000
Q1 2025 May 14, 2025	SELL	$49.78 - $61.24 $293,602 - $361,193	-5,898 Reduced 46.61%	6,755 $336,000
Q4 2024 Feb 10, 2025	BUY	$48.38 - $60.6 $147,897 - $185,254	3,057 Added 31.86%	12,653 $725,000
Q3 2024 Nov 13, 2024	SELL	$43.68 - $53.14 $98,804 - $120,202	-2,262 Reduced 19.08%	9,596 $474,000

Q2 2024 Aug 14, 2024	BUY	$40.13 - $49.48 $9,791 - $12,073	244 Added 2.1%	11,858 $582,000
Q1 2024 May 15, 2024	BUY	$36.23 - $43.86 $420,775 - $509,390	11,614 New	11,614 $502,000

Others Institutions Holding FNGS

# of Institutions

Shares Held

1.28M

Call Options Held

66.1K

Put Options Held

127K

View Full List

About BANK OF MONTREAL

Ticker FNGS
Exchange NYSE
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Industry ETFs

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Kestra Advisory Services, LLC Bank Of Montreal Transaction History