Harold Blaine Miller

@Concourse Financial Group Securities, Inc.

Latest period2024 - Q3

Reported3mo 9d ago

Managed Assets$1.681B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
0076⤦Advisorshares Tr Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
G525⤦Kensington Capital Acquisiti Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
BWVBlue Water Vaccines Inc Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
SBOWSilverbow Res Inc Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
KCGIKensington Capital Acquisiti Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
KCGIKensington Capital Acquisiti Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
0909⤦Biomx Inc Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
GROMGrom Social Entrprises Inc Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
G393⤦Global Partner Acqistn Corp Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
MULNMullen Automotive Inc Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited