BANK MONTREAL QUE

Ticker: BMO CUSIP: 063671101 Class: COM

Beverly Hills Private Wealth, LLC's Holding History (CIK: 0001965710)

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

Q4 2025
Shares 2,334 Value ($000) $303 Avg Close $126.63 Range $119.84 - $132.96
Q3 2025
Shares 3,319 Value ($000) $432 Avg Close $118.02 Range $109.21 - $131.36
Q2 2025
Shares 3,636 Value ($000) $402 Avg Close $99.39 Range $83.49 - $109.58
Q1 2025
Shares 3,877 Value ($000) $370 Avg Close $96.38 Range $90.92 - $103.64
Q4 2024
Shares 3,912 Value ($000) $380 Avg Close $91.05 Range $85.21 - $101.18
Q3 2024
Shares 2,276 Value ($000) $205 Avg Close $81.18 Range $73.55 - $87.53
Q2 2024
Shares 2,832 Value ($000) $238 Avg Close $85.32 Range $78.35 - $92.25
Q1 2024
Shares 2,885 Value ($000) $282 Avg Close $87.67 Range $82.52 - $91.31
Q4 2023
Shares 2,448 Value ($000) $242 Avg Close $76.59 Range $68.14 - $92.22
Q3 2023
Shares 3,023 Value ($000) $255 Avg Close $79.57 Range $74.07 - $84.90
Q2 2023
Shares 5,993 Value ($000) $535 Avg Close $79.08 Range $73.63 - $82.04
Q1 2023
Shares 2,740 Value ($000) $244 Avg Close $83.90 Range $72.95 - $91.17