Acorn Wealth Advisors, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Acorn Wealth Advisors, LLC
- $185 Million
- Q1 2024
Shares
2 transactions
Others Institutions Holding DGRS
# of Institutions
99Shares Held
4.11MCall Options Held
0Put Options Held
0-
Private Wealth Strategies, L.L.C.535KShares$24.7 Million5.57% of portfolio
-
Hennion & Walsh Asset Management, Inc.467KShares$21.5 Million1.26% of portfolio
-
Morgan Stanley New York, NY411KShares$19 Million0.0% of portfolio
-
Ubs Group Ag285KShares$13.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC278KShares$12.8 Million0.01% of portfolio