Acorn Financial Advisory Services Inc Closed Holding Positions

Acorn Financial Advisory Services Inc

$508 Million
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
BNTX Bio N Tech Se Healthcare	Q2 2021 Filed on Jul 23, 2021	1,974	$113.32 - $241.49 $224K - $477K
JNK Spdr Bloomberg High Yield Bond ETFs	Q2 2021 Filed on Jul 23, 2021	2,217	$108.15 - $109.98 $240K - $244K
SNOW Snowflake Inc. Technology	Q2 2021 Filed on Jul 23, 2021	6,249	$188.24 - $251.25 $1.18M - $1.57M
LOB Live Oak Bancshares, Inc. Financial Services	Q2 2021 Filed on Jul 23, 2021	4,300	$54.75 - $71.6 $235K - $308K
EAGG Ishares Esg Aware U.S. Aggrega ETFs	Q1 2021 Filed on Apr 12, 2021	7,801	$54.15 - $56.52 $422K - $441K
SUSC Ishares Tr Esg Aware Usd Corpo ETFs	Q1 2021 Filed on Apr 12, 2021	12,613	$26.68 - $28.24 $337K - $356K
ITA Ishares Tr ETFs	Q1 2021 Filed on Apr 12, 2021	2,710	$89.08 - $106.06 $241K - $287K
CL Colgate Palmolive CO Consumer Defensive	Q1 2021 Filed on Apr 12, 2021	2,414	$74.44 - $84.52 $180K - $204K
USIG Ishares Tr Broad Usd Inbd Etfv ETFs	Q1 2021 Filed on Apr 12, 2021	4,530	$58.48 - $61.79 $265K - $280K
RY Royal Bank Of Canada Financial Services	Q1 2021 Filed on Apr 12, 2021	5,842	$80.87 - $93.73 $472K - $548K
SHYG Ishares 0 5 Year High Yield CO ETFs	Q1 2021 Filed on Apr 12, 2021	4,755	$45.28 - $45.81 $215K - $218K
Neurotrope Inc	Q4 2020 Filed on Jan 25, 2021	251,000	N/A
DGS Wisdomtree Emerging Markets Sm ETFs	Q4 2020 Filed on Jan 25, 2021	8,154	$41.04 - $47.78 $335K - $390K
Hertz Global Hldgs Inc	Q3 2020 Filed on Oct 15, 2020	83,500	N/A
VIGI Vanguard Whitehall Fds Intl Di ETFs	Q2 2020 Filed on Jul 10, 2020	9,710	$55.85 - $68.53 $542K - $665K
Raytheon CO	Q2 2020 Filed on Jul 10, 2020	2,581	N/A
IVZ Invesco Ltd. Financial Services	Q2 2020 Filed on Jul 10, 2020	1,301	$6.7 - $11.55 $8.72K - $15K
Fs Kkr Capital Corp	Q2 2020 Filed on Jul 10, 2020	20,633	N/A
ALGN Align Technology Inc Healthcare	Q2 2020 Filed on Jul 10, 2020	5,102	$152.07 - $289.75 $776K - $1.48M
IEFA Ishares Tr ETFs	Q2 2020 Filed on Jul 10, 2020	4,075	$47.43 - $60.75 $193K - $248K
M Macy'S, Inc. Consumer Cyclical	Q1 2020 Filed on Apr 15, 2020	30,288	$4.81 - $18.1 $146K - $548K
IWD Ishares Russell 1000 Val ETF ETFs	Q1 2020 Filed on Apr 15, 2020	1,649	$85.17 - $138.52 $140K - $228K

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Financial Advisory Services Inc , based on Form 13F filings with the SEC.

News

Stay updated on Acorn Financial Advisory Services Inc with notifications on news.