test

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
1942⤦Collaborative Investmnt Ser
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
BLUAWBlueriver Acquisition Corp
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
1942⤦Collaborative Investmnt Ser
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
0174⤦Allegheny Technologies Inc
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
3173⤦Finance Of America Compan
Recent Activity
Exited
0%
$0↓ Put
0 shares@ $0.0 avg price
WIREEncore Wire Corp
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
HIBBHibbett Sports Inc
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
0909⤦Biomx Inc
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
TRISTristar Acquisition I Corp
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price
MULNMullen Automotive Inc
Recent Activity
Exited
0%
$0
0 shares@ $0.0 avg price