Concourse Financial Group Securities, Inc. Unified Ser Tr Oneascent Core Transaction History
Concourse Financial Group Securities, Inc.
- $1.67 Billion
- Q4 2024
Number of Shares
0
Previous 0
NaN%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding OACP
# of Institutions
17Shares Held
12.3MCall Options Held
0Put Options Held
0-
Atria Investments LLC Charlotte, NC5.39MShares$122 Million1.62% of portfolio
-
One Ascent Financial Services LLC Birmingham, AL3.76MShares$85.1 Million7.21% of portfolio
-
One Ascent Wealth Management LLC Birmingham, AL2.3MShares$52 Million21.33% of portfolio
-
One Ascent Family Office, LLC Birmingham, AL319KShares$7.22 Million13.03% of portfolio
-
Patron Partners, LLC114KShares$2.57 Million1.45% of portfolio