Acorn Wealth Advisors, LLC Fidelity Covington Tr Msci Hea Transaction History
Acorn Wealth Advisors, LLC
- $194 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding FHLC
# of Institutions
339Shares Held
17.4MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA3.5MShares$253 Million0.05% of portfolio
-
Lido Advisors, LLC Los Angeles, CA1.94MShares$140 Million0.75% of portfolio
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Harbour Investments, Inc. Madison, WI625KShares$45.2 Million1.52% of portfolio
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Commonwealth Equity Services, LLC513KShares$37.1 Million0.06% of portfolio
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Lpl Financial LLC Fort Mill, SC499KShares$36.1 Million0.02% of portfolio