Concourse Financial Group Securities, Inc. Wisdomtree Tree Mortgage Plus 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
23 transactions
Others Institutions Holding MTGP
# of Institutions
40Shares Held
1.15MCall Options Held
0Put Options Held
0-
Invenio Wealth Partners LLC Coral Gables, FL163KShares$7.07 Million3.01% of portfolio
-
Iht Wealth Management, LLC Chicago, IL155KShares$6.7 Million0.22% of portfolio
-
Atria Investments LLC Charlotte, NC112KShares$4.86 Million0.07% of portfolio
-
Insight Advisors, LLC Newtown, PA89.7KShares$3.88 Million1.09% of portfolio
-
Defined Financial Planning LLC San Rafael, CA65.9KShares$2.85 Million2.94% of portfolio