Concourse Financial Group Securities, Inc. Pimco Rafi Dynamic Multi Facto 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
28 transactions
Others Institutions Holding MFUS
# of Institutions
30Shares Held
2.88MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.34MShares$69.2 Million28.55% of portfolio
-
Austin Wealth Management, LLC Austin, TX567KShares$29.3 Million5.52% of portfolio
-
Baker Ellis Asset Management LLC229KShares$11.8 Million1.71% of portfolio
-
Williams & Novak, LLC Westlake Village, CA144KShares$7.42 Million7.04% of portfolio
-
Entrewealth, LLC Austin, TX109KShares$5.65 Million4.22% of portfolio