Acorn Wealth Advisors, LLC Schwab Fundamental U S Broad M Call Options Transaction History
Acorn Wealth Advisors, LLC
- $185 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding FNDB
# of Institutions
135Shares Held
3.76MCall Options Held
0Put Options Held
0-
Financial Consulate, Inc547KShares$36.4 Million11.24% of portfolio
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Callan Capital, LLC La Jolla, CA457KShares$30.4 Million2.68% of portfolio
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High Tower Advisors, LLC Chicago, IL211KShares$14 Million0.02% of portfolio
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Systelligence, LLC202KShares$13.4 Million3.68% of portfolio
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Sound Stewardship, LLC Overland Park, KS196KShares$13 Million7.86% of portfolio