Concourse Financial Group Securities, Inc. The Advisors Inner Circle Fd I 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
20 transactions
Others Institutions Holding DEMZ
# of Institutions
21Shares Held
331KCall Options Held
0Put Options Held
0-
Advisor Group Holdings, Inc. Phoenix, AZ108KShares$4.66 Million0.01% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA61KShares$2.63 Million0.01% of portfolio
-
Creative Planning Overland Park, KS56.2KShares$2.43 Million0.0% of portfolio
-
Maxwell Wealth Strategies Inc. Pleasanton, CA55.3KShares$2.39 Million0.81% of portfolio
-
Mcf Advisors LLC Covington, KY11.2KShares$484,1160.03% of portfolio