Concourse Financial Group Securities, Inc. Simp Exch.Tra.Fds Simplify Agg Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

15 transactions

Quarter	Operation	Price Per share
Q2 2025 Aug 12, 2025	BUY	$19.78 - $21.29 $0 - $0
Q1 2025 May 14, 2025	BUY	$20.11 - $21.21 $0 - $0
Q4 2024 Feb 13, 2025	BUY	$20.35 - $21.68 $0 - $0
Q3 2024 Oct 10, 2024	BUY	$20.69 - $22.19 $0 - $0
Q2 2024 Jul 23, 2024	BUY	$20.42 - $21.47 $0 - $0
Q1 2024 Apr 30, 2024	BUY	$21.31 - $22.08 $0 - $0
Q4 2023 Feb 07, 2024	BUY	$20.7 - $22.24 $0 - $0
Q3 2023 Oct 30, 2023	BUY	$21.22 - $23.29 $0 - $0
Q3 2023 Oct 25, 2023	BUY	$21.22 - $23.29 $0 - $0
Q2 2023 Aug 10, 2023	BUY	$22.45 - $23.2 $0 - $0
Q1 2023 May 15, 2023	BUY	$21.83 - $23.1 $0 - $0
Q4 2022 Jan 30, 2023	BUY	$21.78 - $22.96 $0 - $0
Q3 2022 Nov 15, 2022	BUY	$22.66 - $24.04 $0 - $0
Q2 2022 Aug 09, 2022	BUY	$23.24 - $24.37 $0 - $0
Q1 2022 May 09, 2022	BUY	$24.3 - $25.42 $0 - $0

Others Institutions Holding AGGH

# of Institutions

Shares Held

9.93M

Call Options Held

Put Options Held

Simplify Asset Management Inc. New York, NY

3.72M
Shares

$77.6 Million
4.34% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.26M
Shares

$26.2 Million
0.05% of portfolio
Stadion Money Management, LLC Watkinsville, GA

659K
Shares

$13.7 Million
1.12% of portfolio
Lpl Financial LLC Fort Mill, SC

498K
Shares

$10.4 Million
0.0% of portfolio
Great Diamond Partners, LLC

461K
Shares

$9.62 Million
1.95% of portfolio

View Full List

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