Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CONCORDE ASSET MANAGEMENT LLC | 07-24-2023 | 06-30-2023 | 210 | 108,447,395 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CLEARBRIDGE ENERGY MIDSTRM O | COM | 251 | $244,912 | 8,202 | 0.00 | 0.00 | -590 | -6.71 | 06-30-2023 |
| WISDOMTREE TR | EUROPE HEDGED EQ | 252 | $239,347 | 2,924 | 0.00 | 0.00 | 3 | 0.10 | 06-30-2023 |
| ISHARES TR | NATIONAL MUN ETF | 253 | $219,117 | 2,053 | 0.00 | 2,053 | +Inf | 06-30-2023 | |
| ALTRIA GROUP INC | COM | 254 | $217,991 | 4,812 | 0.00 | 0.00 | -60,562 | -92.64 | 06-30-2023 |
