Acorn Wealth Advisors, LLC First Tr Large Cap Core Alphde Transaction History
Acorn Wealth Advisors, LLC
- $226 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding FEX
# of Institutions
229Shares Held
8.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.2MShares$117 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC957KShares$93.6 Million0.04% of portfolio
-
Janney Montgomery Scott LLC516KShares$50.5 Million0.15% of portfolio
-
Wells Fargo & Company San Francisco, CA469KShares$45.9 Million0.01% of portfolio
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Raymond James Financial Inc St. Petersburg, FL288KShares$28.2 Million0.01% of portfolio