Concourse Financial Group Securities, Inc. Schwab Fundamental U S Broad M Transaction History
Concourse Financial Group Securities, Inc.
- $0
- Q1 2025
Number of Shares
0
Previous 0
NaN%
Holding current value
$0
Previous $0
NaN%
% of portfolio
100.0%
Previous 0.0%
Shares
28 transactions
Others Institutions Holding FNDB
# of Institutions
165Shares Held
12.5MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc1.64MShares$37.9 Million9.95% of portfolio
-
Callan Capital, LLC La Jolla, CA1.34MShares$30.9 Million2.28% of portfolio
-
High Tower Advisors, LLC Chicago, IL673KShares$15.6 Million0.02% of portfolio
-
Opes Wealth Management LLC Menlo Park, CA635KShares$14.7 Million3.01% of portfolio
-
Cambridge Investment Research Advisors, Inc.612KShares$14.2 Million0.05% of portfolio