Concourse Financial Group Securities, Inc. Spdr Portfolio 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 SPMD
# of Institutions
804Shares Held
225MCall Options Held
11.2KPut Options Held
0-
Creative Planning Overland Park, KS83.1MShares$4.74 Billion3.89% of portfolio
-
Betterment LLC New York, NY19.2MShares$1.09 Billion2.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$722 Million0.24% of portfolio
-
Valmark Advisers, Inc.6.84MShares$390 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$328 Million10.91% of portfolio