Concourse Financial Group Securities, Inc. Listed Fds Tr Horizon Kinetics Transaction History

Concourse Financial Group Securities, Inc.

$0
Q1 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$38.54 - $41.5 $385 - $415	-10 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$27.68 - $30.5 $276 - $305	10 New	10 $0
Q1 2021 May 13, 2021	BUY	$24.23 - $27.83 $0 - $0	0 New	0 $0

Others Institutions Holding INFL

# of Institutions

158

Shares Held

17.6M

Call Options Held

7.3K

Put Options Held

1.1K

Jpmorgan Chase & CO New York, NY

4.15M
Shares

$177 Million
0.01% of portfolio
Oxford Financial Group LTD Indianapolis, IN

4M
Shares

$170 Million
11.41% of portfolio
Lpl Financial LLC Fort Mill, SC

1.14M
Shares

$48.5 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

551K
Shares

$23.5 Million
0.0% of portfolio
One Charles Private Wealth Services, LLC

488K
Shares

$20.8 Million
6.91% of portfolio

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