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
BLUAFBlueriver Acquisition Corp Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
GPACWGlobal Partner Acqistn Corp Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
SINGSinglepoint Inc Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
BITEBite Acquisition Corp Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
7479⤦Quantum Corp Recent Activity Exited	0%	$0↓ Put 0 shares@ $0.0 avg price	Exited
ICDIIndependence Contract Drilli Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
8689⤦Surf Air Mobility Inc Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
0420⤦Armada Acquisition Corp I Recent Activity Exited	0%	$0 0 shares@ $0.0 avg price	Exited
MFDMacquarie Ft Tr Gb Inf Ut Di 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