Concourse Financial Group Securities, Inc. Portfolio Holdings
Concourse Financial Group Securities, Inc.
- $1.52 Billion
- Q1 2024
Concourse Financial Group Securities, Inc. has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.52 Billion distributed in 22021 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $45.8M, Vanguard Mega Cap ETF with a value of $38.6M, Vanguard Ftse Developed Market with a value of $29.1M, Ishares Core Total Usd Bond Ma with a value of $27.9M, and Vanguard Index Fds S&P 500 ETF with a value of $27.4M.
Examining the 13F form we can see an increase of $138M in the current position value, from $1.38B to 1.52B. Also it can be appreciated an additional of 9187 stocks purchases and 75 closed positions.
Concourse Financial Group Securities, Inc. is based out at Birmingham, AL
Below you can find more details about Concourse Financial Group Securities, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 22,021
- Current Value $1.52 Billion
- Prior Value $1.38 Billion
- Filing
- Period Q1 2024
- Filing Date April 30, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 9,187 stocks
- Additional Purchases 874 stocks
- Sold out of 75 stocks
- Reduced holdings in 656 stocks