Concourse Financial Group Securities, Inc. Unified Ser Tr Oneascent Core Transaction History
Concourse Financial Group Securities, Inc.
- $1.64 Billion
- Q3 2024
Number of Shares
0
Previous 0
NaN%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
12 transactions
Others Institutions Holding OACP
# of Institutions
10Shares Held
8.14MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.36MShares$122 Million1.66% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.35MShares$53.4 Million20.92% of portfolio
-
Cambridge Investment Research Advisors, Inc.95KShares$2.16 Million0.01% of portfolio
-
Dynamic Advisor Solutions LLC92.6KShares$2.11 Million0.07% of portfolio
-
Patron Partners, LLC91.9KShares$2.09 Million1.24% of portfolio