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
69Shares Held
10.5MCall Options Held
0Put Options Held
0-
Alpine Bank Wealth Management Grand Junction, CO1.85MShares$54.6 Million8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.21MShares$35.5 Million0.01% of portfolio
-
Keudell840KShares$24.8 Million5.78% of portfolio
-
Private Advisor Group, LLC820KShares$24.2 Million0.15% of portfolio
-
Cwm, LLC540KShares$15.9 Million0.06% of portfolio