Acorn Wealth Advisors, LLC First Tr Exchange Traded Fd Ii Transaction History
Acorn Wealth Advisors, LLC
- $251 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding FPXI
# of Institutions
89Shares Held
1.98MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC358KShares$21.8 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA271KShares$16.5 Million0.0% of portfolio
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Morgan Stanley New York, NY207KShares$12.6 Million0.0% of portfolio
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Bickling Financial Services, Inc. Lexington, MA88.2KShares$5.37 Million2.15% of portfolio
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Sfi Advisors, LLC Montclair, NJ72.2KShares$4.39 Million2.96% of portfolio