Concourse Financial Group Securities, Inc. Pacer Fds Tr Wealthshield ETF 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 PWS
# of Institutions
21Shares Held
544KCall Options Held
0Put Options Held
0-
Napa Wealth Management Napa, CA294KShares$9.63 Million4.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC67.7KShares$2.22 Million0.0% of portfolio
-
Org Partners LLC Roanoke, IN43KShares$1.41 Million0.3% of portfolio
-
Org Wealth Partners, LLC Dallas, TX35.2KShares$1.15 Million0.43% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL20.7KShares$676,9420.01% of portfolio