Concentric Wealth Management, LLC Arrow Mark Financial Corp. Transaction History
Concentric Wealth Management, LLC
- $473 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding BANX
# of Institutions
33Shares Held
1.24MCall Options Held
3.8KPut Options Held
6.8K-
Greenwich Investment Management, Inc. Stamford, CT299KShares$6.43 Million5.21% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL196KShares$4.22 Million0.01% of portfolio
-
Arrow Mark Colorado Holdings LLC Denver, CO196KShares$4.22 Million0.06% of portfolio
-
Stifel Financial Corp St. Louis, MO161KShares$3.46 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ80.8KShares$1.74 Million0.0% of portfolio
About ArrowMark Financial Corp.
- Ticker BANX
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Description
- StoneCastle Financial Corp. is a closed ended balanced mutual fund launched and managed by StoneCastle Asset Management LLC. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across the banking sector. It invests in dividend paying growth and value stocks of companies. For its fixed incom...