Concourse Financial Group Securities, Inc. Advisors Inn.Circle Fd Iii Str 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 SAMT
# of Institutions
37Shares Held
5.43MCall Options Held
0Put Options Held
0-
Beaumont Financial Advisors, LLC Needham, DE1.32MShares$47.1 Million3.97% of portfolio
-
Beaumont Financial Partners, LLC797KShares$28.4 Million1.65% of portfolio
-
Envestnet Asset Management Inc496KShares$17.7 Million0.01% of portfolio
-
Trilogy Capital Inc.437KShares$15.6 Million0.74% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI378KShares$13.5 Million0.02% of portfolio