Concourse Financial Group Securities, Inc. Trust For Professional Mgr Cro 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
17 transactions
Others Institutions Holding SPC
# of Institutions
17Shares Held
631KCall Options Held
0Put Options Held
0-
Prepared Retirement Institute LLC Lansdale, PA150KShares$3.28 Million1.7% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA88.3KShares$1.92 Million0.0% of portfolio
-
Balance Wealth, LLC Delaware, OH78.2KShares$1.7 Million0.42% of portfolio
-
Westmount Partners, LLC Los Angeles, CA76.8KShares$1.67 Million0.43% of portfolio
-
Great Valley Advisor Group, Inc.53.8KShares$1.17 Million0.03% of portfolio