Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONCORDE FINANCIAL CORP | 05-15-2024 | 03-31-2024 | 37 | 109,955,850 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DOW INC | COM | Liquidated | $0 | 0 | 0.00 | 292 | +Inf | 03-31-2024 | |
| STARWOOD PPTY TR INC | COM | 102 | $10,405 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
| PIPER SANDLER COMPANIES | COM | Liquidated | $0 | 0 | 0.00 | 10 | +Inf | 03-31-2024 |
