Concourse Financial Group Securities, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History

Concourse Financial Group Securities, Inc.

$1.64 Billion
Q3 2024

Number of Shares

Previous 0 NaN%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$71.31 - $80.0 $0 - $0	0 New	0 $0
Q2 2024 Jul 23, 2024	BUY	$70.89 - $75.25 $0 - $0	0 New	0 $0
Q1 2024 Apr 30, 2024	BUY	$67.26 - $75.6 $0 - $0	0 New	0 $0
Q4 2023 Feb 07, 2024	BUY	$58.23 - $69.0 $0 - $0	0 New	0 $0
Q3 2023 Oct 30, 2023	BUY	$61.07 - $65.29 $0 - $0	0 New	0 $0
Q3 2023 Oct 25, 2023	BUY	$61.07 - $65.29 $0 - $0	0 New	0 $0
Q2 2023 Aug 10, 2023	BUY	$56.55 - $62.55 $0 - $0	0 New	0 $0
Q1 2023 May 15, 2023	BUY	$55.47 - $64.26 $0 - $0	0 New	0 $0
Q4 2022 Jan 30, 2023	BUY	$52.5 - $60.43 $0 - $0	0 New	0 $0
Q3 2022 Nov 15, 2022	BUY	$51.04 - $60.66 $0 - $0	0 New	0 $0
Q2 2022 Aug 09, 2022	BUY	$52.19 - $63.1 $0 - $0	0 New	0 $0
Q1 2022 May 09, 2022	BUY	$58.57 - $64.25 $0 - $0	0 New	0 $0
Q4 2021 Feb 07, 2022	BUY	$59.59 - $63.49 $0 - $0	0 New	0 $0
Q3 2021 Nov 09, 2021	BUY	$58.05 - $62.42 $0 - $0	0 New	0 $0
Q2 2021 Aug 13, 2021	BUY	$56.76 - $60.84 $0 - $0	0 New	0 $0
Q1 2021 May 13, 2021	BUY	$48.88 - $57.14 $0 - $0	0 New	0 $0
Q4 2020 Feb 02, 2021	BUY	$41.09 - $49.63 $0 - $0	0 New	0 $0
Q3 2020 Nov 13, 2020	BUY	$38.64 - $43.66 $0 - $0	0 New	0 $0
Q2 2020 Aug 13, 2020	BUY	$30.66 - $43.35 $0 - $0	0 New	0 $0
Q1 2020 May 13, 2020	SELL	$27.81 - $48.1 $444 - $769	-16 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	16 New	16 $1,000
Q3 2018 Nov 13, 2018	BUY	N/A	0 New	0 $0

Others Institutions Holding WTV

# of Institutions

Shares Held

3.54M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

557K
Shares

$48.1 Million
0.02% of portfolio
Horizon Wealth Management, LLC

333K
Shares

$28.8 Million
4.85% of portfolio
Prism Advisors, Inc.

268K
Shares

$23.1 Million
6.75% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

243K
Shares

$21 Million
0.03% of portfolio
Legacy Financial Advisors, Inc.

218K
Shares

$18.8 Million
3.38% of portfolio

View Full List

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