Concorde Asset Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Concorde Asset Management, LLC
- $183 Million
- Q1 2025
Shares
6 transactions
Others Institutions Holding GRID
# of Institutions
334Shares Held
11.3MCall Options Held
4.2KPut Options Held
0-
Morgan Stanley New York, NY1.51MShares$218 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC1.19MShares$172 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC895KShares$129 Million0.04% of portfolio
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Ubs Group Ag777KShares$112 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA499KShares$72 Million0.01% of portfolio