Concourse Financial Group Securities, Inc. Simplify Exchange Traded Fds H 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
15 transactions
Others Institutions Holding HEQT
# of Institutions
72Shares Held
8.46MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.21MShares$36.7 Million0.01% of portfolio
-
Private Advisor Group, LLC820KShares$25 Million0.15% of portfolio
-
Cwm, LLC576KShares$17.6 Million0.06% of portfolio
-
Wealth Plan Partners, LLC Omaha, NE535KShares$16.3 Million2.15% of portfolio
-
Keudell490KShares$14.9 Million3.49% of portfolio