Concourse Financial Group Securities, Inc. Advisors Inn.Circle Fd Iii Str 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
15 transactions
Others Institutions Holding SAMT
# of Institutions
40Shares Held
5.55MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.26MShares$49.1 Million3.8% of portfolio
-
Beaumont Financial Partners, LLC797KShares$31.1 Million1.65% of portfolio
-
Envestnet Asset Management Inc496KShares$19.4 Million0.01% of portfolio
-
Trilogy Capital Inc.452KShares$17.7 Million0.78% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI325KShares$12.7 Million0.02% of portfolio