Connectus Wealth, LLC

SEC CIK: 0001857493
Latest filing: May 14, 2024

SEC filings (opens in a new tab)

BMO holding history

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

BMO overview All 13F holders of BMO Full Q1 2024 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2021

Holdings of BMO by Connectus Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−7,537−100.0%	Sold out	Holders
Q1 2022	7,537	$814.0K	<0.1%	−609−7.5%	Reduced	Holders
Q4 2021	8,146	$880.0K	<0.1%	+8,146	New	Holders