FNGD BANK MONTREAL MEDIUM

Ownership history in Dynamic Advisor Solutions LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Dynamic Advisor Solutions LLC reported a position in BANK MONTREAL MEDIUM (FNGD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q4)
Avg. % of fund
0.0%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 34,077 +10,000 +41.5% 0.01% $180K $52.70
2025 Q3 INITIATED 24,077 0.00% $123K $51.20
% of Fund (quarterly)    FNGD price (monthly, adj. close)
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