BANK MONTREAL QUE

Ticker: BMO CUSIP: 063671101 Class: COM

IAG Wealth Partners, LLC's Holding History (CIK: 0001827261)

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

Q4 2025
Shares 335 Value ($000) $43 Avg Close $126.63 Range $119.84 - $132.96
Q3 2025
Shares 335 Value ($000) $44 Avg Close $118.02 Range $109.21 - $131.36
Q2 2025
Shares 335 Value ($000) $37 Avg Close $99.39 Range $83.49 - $109.58
Q1 2025
Shares 335 Value ($000) $32 Avg Close $96.38 Range $90.92 - $103.64
Q4 2024
Shares 335 Value ($000) $33 Avg Close $91.05 Range $85.21 - $101.18
Q3 2024
Shares 335 Value ($000) $30 Avg Close $81.18 Range $73.55 - $87.53
Q2 2024
Shares 335 Value ($000) $28 Avg Close $85.32 Range $78.35 - $92.25
Q1 2024
Shares 635 Value ($000) $62 Avg Close $87.67 Range $82.52 - $91.31
Q4 2023
Shares 496 Value ($000) $49 Avg Close $76.59 Range $68.14 - $92.22
Q3 2023
Shares 228 Value ($000) $19 Avg Close $79.57 Range $74.07 - $84.90
Q2 2023
Shares 67 Value ($000) $6 Avg Close $79.08 Range $73.63 - $82.04
Q1 2023
Shares 67 Value ($000) $6 Avg Close $83.90 Range $72.95 - $91.17
Q4 2022
Shares 67 Value ($000) $6 Avg Close $80.96 Range $70.80 - $88.81
Q3 2022
Shares 67 Value ($000) $6 Avg Close $83.67 Range $75.76 - $91.49
Q2 2022
Shares 67 Value ($000) $6 Avg Close $90.94 Range $80.22 - $101.67
Q1 2022
Shares 289 Value ($000) $34 Avg Close $98.30 Range $91.03 - $104.40
Q4 2021
Shares 289 Value ($000) $31 Avg Close $90.58 Range $82.95 - $94.84
Q3 2021
Shares 289 Value ($000) $29 Avg Close $83.95 Range $79.07 - $87.67
Q2 2021
Shares 289 Value ($000) $30 Avg Close $81.61 Range $73.08 - $88.61
Q1 2021
Shares 67 Value ($000) $6 Avg Close $66.81 Range $60.79 - $74.49
Q4 2020
Shares 67 Value ($000) $6 Avg Close $55.41 Range $45.69 - $62.65
Q3 2020
Shares 67 Value ($000) $4 Avg Close $46.24 Range $40.97 - $51.63
Q2 2020
Shares 192 Value ($000) $11 Avg Close $40.15 Range $34.21 - $46.26
Q1 2020
Shares 180 Value ($000) $10 Avg Close $52.65 Range $29.87 - $61.67
Q4 2019
Shares 125 Value ($000) $10 Avg Close $57.88 Range $54.17 - $60.02