Acorn Financial Advisory Services Inc Sells in Q3 2024

Acorn Financial Advisory Services Inc

  • $508 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Phinia Inc
-101
- 1.51%
N/A
6.59K $0
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-1
- 0.06%
$1024.09 - $1201.76 $1.02K - $1.2K
1.6K $1.68M
OBIL
Rbb Fd Inc Us Treas 12 Month B
-1.72K
- 1.75%
N/A
96.4K $0
IWB
Ishares Tr Russell 1000 ETF

ETFs
-44
- 5.55%
$283.28 - $314.39 $12.5K - $13.8K
749 $235K
Ishares Bitcoin Trust ETF
-31.1K
- 46.19%
N/A
36.3K $0
Ge Healthcare Technologies I
-5
- 0.16%
N/A
3.09K $0
FSCO
Fs Cr Opportunities Corp Com
-782
- 1.17%
N/A
66.2K $0
SKYY
First Trust Cloud Computing Et

ETFs
-224
- 6.23%
$86.45 - $102.48 $19.4K - $23K
3.37K $344K
PG
Procter & Gamble CO

Consumer Defensive
-90
- 3.8%
$160.76 - $177.82 $14.5K - $16K
2.28K $394K
DOCU
Docusign, Inc.

Technology
-2.29K
- 13.4%
$49.73 - $62.53 $114K - $143K
14.8K $917K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-170
- 1.87%
$49.77 - $51.95 $8.46K - $8.83K
8.94K $463K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 1.75%
$3305.62 - $4268.05 $3.31K - $4.27K
56 $235K
AVLV
American Centy ETF Tr Avantis
-274
- 2.72%
$60.05 - $65.83 $16.5K - $18K
9.8K $645K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-3
- 0.04%
$98.99 - $101.51 $297 - $305
6.95K $703K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-63
- 0.99%
$30.27 - $34.42 $1.91K - $2.17K
6.32K $215K
KO
Coca Cola CO

Consumer Defensive
-831
- 9.35%
$62.69 - $73.01 $52.1K - $60.7K
8.06K $579K
JNJ
Johnson & Johnson

Healthcare
-92
- 4.69%
$145.48 - $167.38 $13.4K - $15.4K
1.87K $302K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-159
- 2.15%
$57.32 - $62.65 $9.11K - $9.96K
7.25K $451K
GMED
Globus Medical Inc

Healthcare
-430
- 2.66%
$67.08 - $73.92 $28.8K - $31.8K
15.8K $1.13M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-205
- 2.69%
$39.47 - $49.4 $8.09K - $10.1K
7.42K $352K
MA
Mastercard Inc

Financial Services
-33
- 4.98%
$429.6 - $500.99 $14.2K - $16.5K
629 $310K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-4
- 0.29%
$162.83 - $179.16 $651 - $717
1.35K $242K
T
At&T Inc.

Communication Services
-858
- 6.26%
$18.21 - $22.28 $15.6K - $19.1K
12.8K $282K
HD
Home Depot, Inc.

Consumer Cyclical
-160
- 10.89%
$333.64 - $405.2 $53.4K - $64.8K
1.31K $530K
GS
Goldman Sachs Group Inc

Financial Services
-39
- 3.78%
$459.02 - $510.25 $17.9K - $19.9K
992 $491K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-5
- 0.17%
$105.53 - $118.34 $528 - $592
2.88K $336K
WDAY
Workday, Inc.

Technology
-6
- 0.38%
$207.75 - $264.68 $1.25K - $1.59K
1.59K $388K
XOM
Exxon Mobil Corp

Energy
-94
- 0.42%
$109.72 - $119.0 $10.3K - $11.2K
22.5K $2.64M
PECO
Phillips Edison & Company, Inc.

Real Estate
-986
- 6.39%
$32.1 - $38.93 $31.7K - $38.4K
14.5K $544K
VTI
Vanguard Total Stock Market Et

ETFs
-62
- 1.51%
$255.18 - $283.2 $15.8K - $17.6K
4.03K $1.14M
WMT
Walmart Inc.

Consumer Defensive
-104
- 2.37%
$66.91 - $81.4 $6.96K - $8.47K
4.29K $346K
VBK
Vanguard Small Cap Growth ETF

ETFs
-237
- 3.61%
$240.48 - $267.94 $57K - $63.5K
6.33K $1.69M
IVV
Ishares Core S&P 500 ETF

ETFs
-66
- 2.22%
$520.18 - $576.82 $34.3K - $38.1K
2.9K $1.67M
VV
Vanguard Large Cap ETF

ETFs
-13
- 0.29%
$236.92 - $263.4 $3.08K - $3.42K
4.43K $1.17M
ACN
Accenture PLC

Technology
-13
- 0.97%
$295.44 - $355.81 $3.84K - $4.63K
1.32K $467K
SOFI
So Fi Technologies, Inc.

Financial Services
-16.9K
- 10.67%
$6.32 - $8.19 $107K - $138K
141K $1.11M
ORCL
Oracle Corp

Technology
-35
- 1.25%
$125.9 - $170.35 $4.41K - $5.96K
2.77K $471K
MELI
Mercadolibre Inc

Consumer Cyclical
-3
- 1.35%
$1591.44 - $2140.1 $4.77K - $6.42K
219 $449K
NOW
Service Now, Inc.

Technology
-3
- 0.35%
$730.87 - $937.36 $2.19K - $2.81K
858 $767K
CRNC
Cerence Inc.

Technology
-10.5K
- 2.68%
$2.37 - $3.61 $24.8K - $37.8K
380K $1.2M
GE
General Electric CO

Industrials
-508
- 7.98%
$156.66 - $189.66 $79.6K - $96.3K
5.86K $1.11M
CRM
Salesforce, Inc.

Technology
-17
- 0.28%
$238.42 - $276.53 $4.05K - $4.7K
5.99K $1.64M
INFN
Infinera Corp

Technology
-5.53K
- 2.68%
$5.63 - $6.89 $31.1K - $38.1K
201K $1.36M
D
Dominion Energy, Inc

Utilities
-20
- 0.14%
$48.01 - $58.53 $960 - $1.17K
14.7K $847K
PZZA
Papa Johns International Inc

Consumer Cyclical
-248
- 1.18%
$40.26 - $53.87 $9.98K - $13.4K
20.7K $1.11M
VBR
Vanguard Small Cap Value ETF

ETFs
-314
- 2.88%
$179.99 - $201.6 $56.5K - $63.3K
10.6K $2.13M
BWA
Borgwarner Inc

Consumer Cyclical
-819
- 1.85%
$31.19 - $36.75 $25.5K - $30.1K
43.3K $1.57M
COLL
Collegium Pharmaceutical, Inc

Healthcare
-833
- 2.69%
$31.4 - $39.07 $26.2K - $32.5K
30.1K $1.16M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.76K
- 2.48%
$36.02 - $41.68 $63.5K - $73.5K
69.4K $2.86M
Activity Summary
Buys All Purchases 69 New Holdings 13 Increased Positions 56 Sells All Sells 115 Reductions 115 Sold out 0 Options Calls 0 Puts 0
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