Acorn Financial Advisory Services Inc First Tr Ex Tr Viii Cboe Vest Transaction History
Acorn Financial Advisory Services Inc
- $481 Million
- Q1 2024
A detailed history of Acorn Financial Advisory Services Inc transactions in First Tr Ex Tr Viii Cboe Vest stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 8,256 shares of DMAR stock, worth $299,940. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,256
Previous 9,603
14.03%
Holding current value
$299,940
Previous $325,000
11.38%
% of portfolio
0.06%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding DMAR
# of Institutions
69Shares Held
3.52MCall Options Held
0Put Options Held
0-
Lifestyle Asset Management, Inc. Friendswood, TX815KShares$29.6 Million16.8% of portfolio
-
Spectrum Asset Management, Inc.285KShares$10.3 Million4.37% of portfolio
-
Envestnet Asset Management Inc233KShares$8.46 Million0.0% of portfolio
-
Kestra Advisory Services, LLC215KShares$7.8 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL175KShares$6.36 Million0.01% of portfolio