Concourse Financial Group Securities, Inc. Ishares U S ETF Tr Int Rate He Transaction History
Concourse Financial Group Securities, Inc.
- $0
- Q1 2025
Shares
19 transactions
Others Institutions Holding LQDH
# of Institutions
109Shares Held
4.51MCall Options Held
0Put Options Held
0-
Destination Wealth Management816KShares$75 Million2.4% of portfolio
-
Milestone Asset Management, LLC Pittsburgh, PA413KShares$38 Million8.11% of portfolio
-
Bank Of America Corp Charlotte, NC363KShares$33.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC273KShares$25.1 Million0.01% of portfolio
-
Alpine Bank Wealth Management Grand Junction, CO251KShares$23.1 Million3.72% of portfolio