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  Name: Montis Financial LLC
  City: Waltham
  State: MA
  Zip: 02451
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $210,463,000
  Total Value Change : $42,259,000
  Securities Held Change : 8
   
All Securities Held : 82
  New Positions : 10
  Closed Positions : 2
  Increased Positions : 22
  Unchanged Positions : 16
  Decreased Positions : 34

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 2     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (MMM)1 Year Chart         MMM 3M Co 84 Closed $98.93 $0 0 0% -221,000 -2,019 0    Conglomerates
   (TBIL)1 Year Chart         TBIL Us Treasury 3 Month Bill Etf 83 Closed $0.00 $0 0 0% -363,000 -7,271 0    N/A

      2 Records Found
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