Concourse Financial Group Securities, Inc. Simplify Exchange Traded Fds H Transaction History
Concourse Financial Group Securities, Inc.
- $1.56 Billion
- Q2 2024
Number of Shares
0
Previous 0
NaN%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding HEQT
# of Institutions
44Shares Held
4.93MCall Options Held
0Put Options Held
0-
Wealth Plan Partners, LLC Omaha, NE546KShares$15.8 Million1.62% of portfolio
-
Keudell506KShares$14.6 Million4.1% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.3 Million0.46% of portfolio
-
Cwm, LLC371KShares$10.7 Million0.05% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE360KShares$10.4 Million1.62% of portfolio