Concourse Financial Group Securities, Inc. Wisdomtree Tree Mortgage Plus Transaction History
Concourse Financial Group Securities, Inc.
- $0
- Q2 2025
Number of Shares
0
Previous 0
NaN%
Holding current value
$0
Previous $0
NaN%
% of portfolio
100.0%
Previous 100.0%
Shares
24 transactions
Others Institutions Holding MTGP
# of Institutions
39Shares Held
1.2MCall Options Held
0Put Options Held
0-
Iht Wealth Management, LLC Chicago, IL170KShares$7.63 Million0.22% of portfolio
-
Invenio Wealth Partners LLC Coral Gables, FL167KShares$7.51 Million2.95% of portfolio
-
Atria Investments LLC Charlotte, NC119KShares$5.37 Million0.07% of portfolio
-
Insight Advisors, LLC Newtown, PA95.9KShares$4.31 Million1.1% of portfolio
-
Defined Financial Planning LLC San Rafael, CA85KShares$3.82 Million3.15% of portfolio