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REDW Wealth LLC

SEC CIK
0001688931
Latest filing
Jul 30, 2026

BMO holding history

Bank of Montreal in every 13F filed by REDW Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BMO overviewAll 13F holders of BMOFull Q2 2026 holdings

Shares (Q4 2024)
0
Sold out in Q4 2024
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q2 2021
Holdings of BMO by REDW Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20240$00.0%−2,220−100.0%Sold outHolders
Q3 20242,220$200.2K0.1%+2,220NewHolders
Q2 20240$00.0%−2,220−100.0%Sold outHolders
Q1 20242,220$216.8K0.1%00.0%UnchangedHolders
Q4 20232,220$219.6K0.1%+2,220NewHolders
Q3 20230$00.0%−2,220−100.0%Sold outHolders
Q2 20232,220$200.5K0.1%+2,220NewHolders
Q1 20230$00.0%−2,220−100.0%Sold outHolders
Q4 20222,220$201.1K0.1%+2,220NewHolders
Q3 20220$00.0%−2,220−100.0%Sold outHolders
Q2 20222,220$213.0K0.1%00.0%UnchangedHolders
Q1 20222,220$262.0K0.1%00.0%UnchangedHolders
Q4 20212,220$239.0K0.1%00.0%UnchangedHolders
Q3 20212,220$221.0K0.1%00.0%UnchangedHolders
Q2 20212,220$228.0K0.1%+2,220NewHolders