Concourse Financial Group Securities, Inc. Schwab Strategic U.S. Mid Cap 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
24 transactions
Others Institutions Holding SCHM
# of Institutions
948Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$777 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$295 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$215 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$97.7 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$71.1 Million0.18% of portfolio