Concentric Wealth Management, LLC Arrow Mark Financial Corp. Transaction History
Concentric Wealth Management, LLC
- $376 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding BANX
# of Institutions
29Shares Held
1.77MCall Options Held
11.3KPut Options Held
0-
Arrow Mark Colorado Holdings LLC Denver, CO447KShares$8.3 Million0.11% of portfolio
-
Greenwich Investment Management, Inc. Stamford, CT318KShares$5.91 Million5.3% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ279KShares$5.19 Million0.01% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL229KShares$4.26 Million0.01% of portfolio
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Stifel Financial Corp St. Louis, MO197KShares$3.67 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...