BANK MONTREAL QUE

Ticker: BMO CUSIP: 063671101 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,782 Value ($000) $361 Avg Close $126.63 Range $119.84 - $132.96
Q3 2025
Shares 2,619 Value ($000) $341 Avg Close $118.02 Range $109.21 - $131.36
Q2 2025
Shares 2,518 Value ($000) $279 Avg Close $99.39 Range $83.49 - $109.58
Q1 2025
Shares 2,648 Value ($000) $253 Avg Close $96.38 Range $90.92 - $103.64
Q4 2024
Shares 2,715 Value ($000) $263 Avg Close $91.05 Range $85.21 - $101.18
Q3 2024
Shares 2,738 Value ($000) $247 Avg Close $81.18 Range $73.55 - $87.53
Q2 2024
Shares 2,818 Value ($000) $236 Avg Close $85.32 Range $78.35 - $92.25
Q1 2024
Shares 2,864 Value ($000) $280 Avg Close $87.67 Range $82.52 - $91.31
Q4 2023
Shares 3,107 Value ($000) $307 Avg Close $76.59 Range $68.14 - $92.22
Q4 2022
Shares 2,229 Value ($000) $202 Avg Close $80.96 Range $70.80 - $88.81
Q3 2022
Shares 2,444 Value ($000) $214 Avg Close $83.67 Range $75.76 - $91.49
Q4 2019
Shares 3,463 Value ($000) $268 Avg Close $57.88 Range $54.17 - $60.02
Q2 2019
Shares 3,243 Value ($000) $245 Avg Close $57.63 Range $54.38 - $59.91
Q1 2019
Shares 2,685 Value ($000) $201 Avg Close $55.18 Range $47.81 - $58.87
Q3 2018
Shares 2,464 Value ($000) $203 Avg Close $59.01 Range $56.00 - $61.90
Q1 2017
Shares 3,214 Value ($000) $240 Avg Close $52.79 Range $50.04 - $54.66