Where this fund's issuers are based
56% of weight resolved to an issuer; bonds/private/foreign unresolved issuers excludedAs of March 31, 2026 · N-PORT
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State of incorporation (US issuers)
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Principal office state (US)
Principal office country (non-US)
Issuer principal offices
60% of portfolio weight mapped · dot area ∝ portfolio weightIssuers based in
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| Issuer | Value | % of fund |
|---|---|---|
Largest issuers shown.
Fund contact details
- FundConcorde Wealth Management Fund
- Trust / registrantConcorde Funds Inc (CIK 822519)
- Principal office 8383 PRESTON CENTER PLAZA DR.,, SUITE 360, DALLAS, TX 75225
- Phone972-701-5400
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