Acorn Wealth Advisors, LLC Spdr Index Shs Fds S&P Intl Di Transaction History

Acorn Wealth Advisors, LLC

$220 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 13, 2020	SELL	$25.85 - $40.79 $194,521 - $306,944	-7,525 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$38.29 - $40.52 $268 - $283	7 Added 0.09%	7,525 $301,000
Q3 2019 Nov 21, 2019	SELL	$38.77 - $39.31 $22,835 - $23,153	-589 Reduced 7.27%	7,518 $300,000
Q2 2019 Aug 14, 2019	SELL	N/A	-245 Reduced 2.93%	8,107 $311,000
Q1 2019 May 08, 2019	SELL	N/A	-123 Reduced 1.45%	8,352 $323,000
Q4 2018 Feb 04, 2019	BUY	N/A	47 Added 0.56%	8,475 $305,000
Q3 2018 Nov 13, 2018	BUY	N/A	303 Added 3.73%	8,428 $304,000
Q2 2018 Aug 10, 2018	BUY	N/A	809 Added 11.06%	8,125 $310,000
Q1 2018 May 14, 2018	BUY	N/A	5,818 Added 388.38%	7,316 $295,000
Q4 2017 Feb 14, 2018	BUY	N/A	1,498	1,498 $63,000

Others Institutions Holding DWX

# of Institutions

137

Shares Held

5.46M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

939K
Shares

$34.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

782K
Shares

$28.6 Million
0.0% of portfolio
Ubs Group Ag

357K
Shares

$13.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

266K
Shares

$9.73 Million
0.0% of portfolio
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

219K
Shares

$8.02 Million
0.24% of portfolio

About SPDR INDEX SHS FDS S&P INTL DI

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