Concourse Financial Group Securities, Inc. Pimco Rafi Dynamic Multi Facto 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
29 transactions
Others Institutions Holding MFUS
# of Institutions
31Shares Held
3.14MCall Options Held
0Put Options Held
0-
Schiavi & CO LLC Wilmington, DE1.31MShares$72.5 Million28.03% of portfolio
-
Austin Wealth Management, LLC Austin, TX587KShares$32.5 Million5.13% of portfolio
-
Baker Ellis Asset Management LLC227KShares$12.6 Million1.64% of portfolio
-
Marshall Investment Management, LLC Littleton, CO159KShares$8.79 Million4.72% of portfolio
-
Williams & Novak, LLC Westlake Village, CA146KShares$8.12 Million6.34% of portfolio