Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BANK OF MONTREAL /CAN/ 02-08-2024 12-31-2023 11901 329,740,691,088
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 1151 $10,812,189 461,862 0.00 0.00 35,354 8.29 12-31-2023
CARLYLE GROUP INC COM 1152 $10,795,593 258,701 0.00 0.00 -41,121 -13.72 12-31-2023
WORLD KINECT CORPORATION COM 1153 $10,738,050 462,847 0.00 0.00 -1,453 -0.31 12-31-2023
ISHARES TR CALIF MUN BD ETF 1154 $10,711,813 184,782 0.00 0.00 -63,386 -25.54 12-31-2023
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