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Harold Blaine Miller

@Concourse Financial Group Securities, Inc.

Latest period2024 - Q3ReportedManaged Assets$1.681BTotal holdings22037
Assets growth rate5.22%Assets growth rate (2-Q avg)4.15%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Concourse Financial Group Securities, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 22037 positions.

Assets under management

The assets under management (AUM) of Concourse Financial Group Securities, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.681B in assets, with a quarterly growth rate of 5.22% and a 2-quarter average growth rate of 4.15%. The portfolio is managed by Harold Blaine Miller, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
8863⤦Tidal Tr Ii
Recent Activity
Exited
0%
$2.824M
148,192 shares@ $19.06 avg price
FERGFerguson Plc New
Recent Activity
Exited
0%
$241,448
1,242 shares@ $194.41 avg price
7425⤦Principal Exchange Traded Fd
Recent Activity
Exited
0%
$126,299
3,465 shares@ $36.45 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$77,020
512 shares@ $150.43 avg price
8863⤦Tidal Tr Ii
Recent Activity
Exited
0%
$13,221
882 shares@ $14.99 avg price
SIRISirius Xm Hldgs Inc
Recent Activity
Exited
0%
$11,320
4,000 shares@ $2.83 avg price
SIXSix Flags Entmt Corp New
Recent Activity
Exited
0%
$6,934
200 shares@ $34.67 avg price
8863⤦Tidal Tr Ii
Recent Activity
Exited
0%
$5,165
355 shares@ $14.55 avg price
SITCSite Centers Corp
Recent Activity
Exited
0%
$5,061
346 shares@ $14.63 avg price
ETRNEquitrans Midstream Corporat
Recent Activity
Exited
0%
$3,296
254 shares@ $12.98 avg price