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Montag & Associates’s WHITEWOLF Publicly Listed Private Equity ETF LBO Stock Holding History

Montag & Associates’s Portfolio LBO Stock Details LBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-325
Closed -$9.99K – 985
2025
Q1 		$9.99K Hold
325
– – ﹤0.01% 791
2024
Q4 		$10.7K Hold
325
– – ﹤0.01% 778
2024
Q3 		$9.98K Buy
+325
New +$9.98K ﹤0.01% 807