A detailed history of Kestra Private Wealth Services, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 7,462 shares of BMO stock, worth $924,989. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,462
Previous 7,420 0.57%
Holding current value
$924,989
Previous $820,000 18.41%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$110.44 - $130.66 $4,638 - $5,487
42 Added 0.57%
7,462 $971,000
Q2 2025

Aug 07, 2025

BUY
$87.54 - $110.63 $649,546 - $820,874
7,420 New
7,420 $820,000
Q2 2022

Aug 12, 2022

SELL
$93.85 - $118.29 $167,709 - $211,384
-1,787 Closed
0 $0
Q1 2022

May 26, 2022

BUY
$108.89 - $122.34 $194,586 - $218,621
1,787 New
1,787 $210,000

Others Institutions Holding BMO

About BANK OF MONTREAL


  • Ticker BMO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 674,361,024
  • Market Cap $83.6B
  • Description
  • Bank of Montreal provides diversified financial services primarily in North America. The company's personal banking products and services include checking and savings accounts, credit cards, mortgages, and financial and investment advice services; and commercial banking products and services comprise business deposit accounts, commercial credit ...
More about BMO
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