Concourse Financial Group Securities, Inc. Wisdomtree Bloomberg U.S. Doll 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
28 transactions
Others Institutions Holding USDU
# of Institutions
49Shares Held
3.4MCall Options Held
19KPut Options Held
33.6K-
Gen Wealth Group, Inc.638KShares$17.1 Million3.16% of portfolio
-
Osborne Partners Capital Management, LLC512KShares$13.8 Million0.69% of portfolio
-
Trek Financial, LLC Scottsdale, AZ324KShares$8.69 Million0.56% of portfolio
-
Summit Place Financial Advisors, LLC206KShares$5.52 Million2.76% of portfolio
-
Prevail Innovative Wealth Advisors, LLC Leawood, KS166KShares$4.45 Million0.85% of portfolio