Concourse Financial Group Securities, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History
Concourse Financial Group Securities, Inc.
- $1.64 Billion
- Q3 2024
Number of Shares
0
Previous 0
NaN%
Holding current value
$0
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding DFNM
# of Institutions
203Shares Held
22.5MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$124 Million3.47% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57 Million0.64% of portfolio
-
Foster Group, Inc.1.19MShares$56.9 Million2.25% of portfolio
-
Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.9 Million4.9% of portfolio