Wealth Enhancement Advisory Services, LLC Bank Of Montreal Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 196,883 shares of FNGS stock, worth $13.9 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
196,883
Previous 167,793 17.34%
Holding current value
$13.9 Million
Previous $11.7 Million 18.02%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$68.4 - $73.88 $1.99 Million - $2.15 Million
29,090 Added 17.34%
196,883 $13.9 Million
Q3 2025

Oct 29, 2025
BUY
$64.17 - $71.22 $439,821 - $488,141
6,854 Added 4.26%
167,793 $11.7 Million
Q2 2025

Jul 10, 2025
BUY
$44.91 - $65.15 $23,128 - $33,552
515 Added 0.32%
160,939 $10.5 Million
Q1 2025

Apr 16, 2025
BUY
$49.78 - $61.24 $202,007 - $248,511
4,058 Added 2.6%
160,424 $7.99 Million
Q4 2024

Mar 17, 2025
BUY
$48.38 - $60.6 $2.2 Million - $2.76 Million
45,565 Added 41.12%
156,366 $8.97 Million
Q3 2024

Oct 23, 2024
SELL
$43.68 - $53.14 $532,721 - $648,095
-12,196 Reduced 9.92%
110,801 $5.47 Million
Q2 2024

Jul 16, 2024
SELL
$40.13 - $49.48 $259,721 - $320,234
-6,472 Reduced 5.0%
122,997 $6.04 Million
Q1 2024

Apr 15, 2024
SELL
$36.23 - $43.86 $354,474 - $429,126
-9,784 Reduced 7.03%
129,469 $5.61 Million
Q4 2023

Jan 30, 2024
BUY
$30.64 - $38.11 $4.27 Million - $5.31 Million
139,253 New
139,253 $5.26 Million

Others Institutions Holding FNGS

# of Institutions
57
Shares Held
1.36M
Call Options Held
66.1K
Put Options Held
127K
View Full List

About BANK OF MONTREAL

FNGS Quotes by TradingView
  • Ticker FNGS
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about FNGS
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