Position history for Capital Wealth Planning, LLC's holdings in BANK MONTREAL MEDIUM
Capital Wealth Planning, LLC holds 234,353 shares of BMO (BANK MONTREAL MEDIUM), worth $31.7M as of 2026-Q1. The position was increased (+142.1% shares). BMO represents 0.2% of Capital Wealth Planning, LLC's portfolio.
Current Value
$31.7M
Current Shares
234,353
Total Value Change
+$29.5M
Total Shares Change
+217,548
Other major holders of BMO: CAPITAL FUND MANAGEMENT S.A., ROYAL BANK OF CANADA
Increased |
| 234,353 |
+142.1% |
| $31.7M |
| 0.2% |
| $143.80 |
56 |
| 2025-Q4 | Increased | 96,785 | +475.9% | $12.8M | 0.1% | $130.50 | 45 |
| 2025-Q3 | New | 16,805 | - | $2.2M | 0.0% | $129.80 | 36 |