Concourse Financial Group Securities, Inc. Barclays Bank PLC Transaction History
Concourse Financial Group Securities, Inc.
- $0
- Q2 2025
Number of Shares
0
Previous 0
NaN%
Holding current value
$0
Previous $0
NaN%
% of portfolio
100.0%
Previous 100.0%
Shares
14 transactions
Others Institutions Holding CAPE
# of Institutions
44Shares Held
6.79MCall Options Held
0Put Options Held
0-
Waddell & Associates, LLC1.99MShares$64 Million6.82% of portfolio
-
Straightline Group LLC Troy, MI971KShares$31.2 Million19.26% of portfolio
-
Walled Lake Planning & Wealth Management, LLC Winnetka, IL873KShares$28.1 Million10.82% of portfolio
-
Evensky & Katz LLC552KShares$17.8 Million1.07% of portfolio
-
Foundations Investment Advisors, LLC353KShares$11.4 Million0.19% of portfolio