Vertex Planning Partners, LLC's ownership history for BMO

Vertex Planning Partners, LLC currently holds 32.0K shares with a market value of $4.1M. It started holding BMO on 2024-09-30. At its peak, it held 44.9K shares on 2024-09-30. Its highest holding value was $4.2M on 2025-09-30. At its lowest, it held 32.0K shares on 2025-03-31, with a value of $3.1M on 2025-03-31. In the recent 180 days, Vertex Planning Partners, LLC has increased its shares by 0. In the recent year, Vertex Planning Partners, LLC has decreased its shares by 6.0K.