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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
GTHXG1 Therapeutics Inc
Recent Activity
Exited
0%
$1,178
517 shares@ $2.28 avg price
WRKWestrock Co
Recent Activity
Exited
0%
$703
14 shares@ $50.22 avg price
BAMRBrookfield Reins Ltd
Recent Activity
Exited
0%
$213
5 shares@ $42.6 avg price
QMCOQuantum Corp
Recent Activity
Exited
0%
$69
171 shares@ $0.41 avg price
9021⤦2u Inc
Recent Activity
Exited
0%
$30
6 shares@ $5.0 avg price
XAIFXApollo Tactical Income Fd In
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
TUPBQTupperware Brands Corp
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
AAMCFAltisource Asset Mgmt Corp
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
XAFTXApollo Sr Floating Rate Fd I
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
DLAPQDelta Apparel Inc
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price