Concorde Asset Management, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Concorde Asset Management, LLC
- $183 Million
- Q4 2024
A detailed history of Concorde Asset Management, LLC transactions in First Tr Nasdaq Clean Edge Sma stock. As of the latest transaction made, Concorde Asset Management, LLC holds 19,326 shares of GRID stock, worth $2.26 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
19,326
Previous 35,291
45.24%
Holding current value
$2.26 Million
Previous $4.49 Million
48.64%
% of portfolio
1.26%
Previous 2.6%
Shares
6 transactions
Others Institutions Holding GRID
# of Institutions
303Shares Held
10.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.32MShares$155 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC841KShares$98.5 Million0.01% of portfolio
-
Assetmark, Inc763KShares$89.3 Million0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC673KShares$78.9 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA393KShares$46 Million0.01% of portfolio