Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / CAL LKD 41
-
Number of holders
-
2
-
Total 13F shares, excl. options
-
478
-
Shares change
-
-1,022
-
Total reported value, excl. options
-
$13,183
-
Value change
-
-$33,857
-
Number of buys
-
2
-
Number of sells
-
-1
-
Price
-
$27.58
Significant Holders of BANK OF MONTREAL /CAN/ - CAL LKD 41 (OILU) as of Q4 2024
3 filings reported holding OILU - BANK OF MONTREAL /CAN/ - CAL LKD 41 as of Q4 2024.
BANK OF MONTREAL /CAN/ - CAL LKD 41 (OILU) has 2 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 478 shares
.
Largest 3 shareholders include Tower Research Capital LLC (TRC) (378 shares), MAI Capital Management (100 shares), and Bogart Wealth, LLC (0 shares).
This table shows the top 2 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.