Concorde Asset Management, LLC Two Rds Shared Tr Anfield Dyna Transaction History
Concorde Asset Management, LLC
- $173 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding ADFI
# of Institutions
10Shares Held
5.47MCall Options Held
0Put Options Held
0-
Foundations Investment Advisors, LLC5.11MShares$43.3 Million0.88% of portfolio
-
Anfield Capital Management, LLC Newport Beach, CA204KShares$1.73 Million0.7% of portfolio
-
Mosley Wealth Management Anaheim, CA71.1KShares$601,1160.42% of portfolio
-
Atomi Financial Group, Inc. Irvine, CA31.3KShares$264,5860.01% of portfolio
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Provence Wealth Management Group26.3KShares$222,6240.12% of portfolio