Concourse Financial Group Securities, Inc. Sei Exchange Traded Fds Enhanc Transaction History

Concourse Financial Group Securities, Inc.

$0
Q2 2025

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

100.0%

Previous 100.0%

14 transactions

Quarter	Operation	Price Per share
Q2 2025 Aug 12, 2025	BUY	$27.84 - $31.32 $0 - $0
Q1 2025 May 14, 2025	BUY	$28.65 - $30.72 $0 - $0
Q4 2024 Feb 13, 2025	BUY	$28.96 - $30.87 $0 - $0
Q3 2024 Oct 10, 2024	BUY	$27.51 - $29.65 $0 - $0
Q2 2024 Jul 23, 2024	BUY	$26.4 - $28.06 $0 - $0
Q1 2024 Apr 30, 2024	BUY	$25.91 - $27.79 $0 - $0
Q4 2023 Feb 07, 2024	BUY	$23.74 - $25.87 $0 - $0
Q3 2023 Oct 30, 2023	BUY	$24.45 - $25.91 $0 - $0
Q3 2023 Oct 25, 2023	BUY	$24.45 - $25.91 $0 - $0
Q2 2023 Aug 10, 2023	BUY	$24.71 - $25.86 $0 - $0
Q1 2023 May 15, 2023	BUY	$23.83 - $25.34 $0 - $0
Q4 2022 Jan 30, 2023	BUY	$22.18 - $25.85 $0 - $0
Q3 2022 Nov 15, 2022	BUY	$22.31 - $25.85 $0 - $0
Q2 2022 Aug 09, 2022	BUY	$23.12 - $25.85 $0 - $0

Others Institutions Holding SELV

# of Institutions

Shares Held

4.6M

Call Options Held

Put Options Held

Sei Investments CO Oaks, PA

2.67M
Shares

$83 Million
0.1% of portfolio
Pollock Investment Advisors, LLC Ann Arbor, MI

1.57M
Shares

$48.7 Million
39.98% of portfolio
Envestnet Asset Management Inc

81.4K
Shares

$2.53 Million
0.0% of portfolio
Truist Financial Corp

74.5K
Shares

$2.31 Million
0.0% of portfolio
Wealth Enhancement Advisory Services, LLC

39.3K
Shares

$1.22 Million
0.0% of portfolio

View Full List

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