Concourse Financial Group Securities, Inc. Schwab Fundamental U S Large C 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
28 transactions
Others Institutions Holding FNDX
# of Institutions
753Shares Held
630MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA409MShares$10.8 Billion1.79% of portfolio
-
Captrust Financial Advisors Raleigh, NC16.3MShares$432 Million0.93% of portfolio
-
Boulay Financial Advisors, LLC Eden Prairie, MN8.77MShares$232 Million32.39% of portfolio
-
Mc Adam, LLC8.75MShares$232 Million11.55% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.11MShares$215 Million0.05% of portfolio