Concourse Financial Group Securities, Inc. Advisors Inn.Circle Fd Iii Str 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 SAMT
# of Institutions
31Shares Held
3.23MCall Options Held
0Put Options Held
0-
Beaumont Financial Partners, LLC797KShares$25.8 Million1.65% of portfolio
-
Envestnet Asset Management Inc406KShares$13.2 Million0.0% of portfolio
-
Beaumont Financial Advisors, LLC Needham, DE390KShares$12.6 Million1.0% of portfolio
-
Baird Financial Group, Inc. Milwaukee, WI348KShares$11.3 Million0.02% of portfolio
-
Triangle Securities Wealth Management280KShares$9.07 Million2.18% of portfolio