Concourse Financial Group Securities, Inc. Engine No 1 ETF Tr Transform C 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
14 transactions
Others Institutions Holding NETZ
# of Institutions
55Shares Held
9.9MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL4.2MShares$313 Million3.57% of portfolio
-
Jpmorgan Chase & CO New York, NY2.35MShares$175 Million0.01% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN2.16MShares$161 Million3.8% of portfolio
-
Aspiriant, LLC139KShares$10.3 Million0.36% of portfolio
-
Unique Wealth, LLC Tampa, FL125KShares$9.34 Million1.65% of portfolio