Concourse Financial Group Securities, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Concourse Financial Group Securities, Inc.

$1.64 Billion
Q3 2024

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share
Q3 2024 Oct 10, 2024	BUY	$47.7 - $48.54 $0 - $0
Q2 2024 Jul 23, 2024	BUY	$47.4 - $48.0 $0 - $0
Q1 2024 Apr 30, 2024	BUY	$48.08 - $48.49 $0 - $0
Q4 2023 Feb 07, 2024	BUY	$46.17 - $48.51 $0 - $0
Q3 2023 Oct 30, 2023	BUY	$46.44 - $47.81 $0 - $0
Q3 2023 Oct 25, 2023	BUY	$46.44 - $47.81 $0 - $0
Q2 2023 Aug 10, 2023	BUY	$47.15 - $48.62 $0 - $0
Q1 2023 May 15, 2023	BUY	$47.4 - $48.69 $0 - $0
Q4 2022 Jan 30, 2023	BUY	$46.51 - $48.03 $0 - $0
Q3 2022 Nov 15, 2022	BUY	$46.65 - $48.89 $0 - $0
Q2 2022 Aug 09, 2022	BUY	$47.55 - $48.44 $0 - $0
Q1 2022 May 09, 2022	BUY	$48.37 - $50.36 $0 - $0
Q4 2021 Feb 07, 2022	BUY	$50.17 - $50.41 $0 - $0

Others Institutions Holding DFNM

# of Institutions

213

Shares Held

27.3M

Call Options Held

Put Options Held

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

3.94M
Shares

$189 Million
11.52% of portfolio
Truepoint, Inc.

2.61M
Shares

$125 Million
3.47% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

1.2M
Shares

$57.3 Million
0.64% of portfolio
Foster Group, Inc.

1.14M
Shares

$54.8 Million
2.17% of portfolio
Geo Wealth Management, LLC Chicago, IL

958K
Shares

$45.9 Million
1.71% of portfolio

View Full List

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