Acorn Wealth Advisors, LLC First Tr S&P Reit Index Fd Transaction History
Acorn Wealth Advisors, LLC
- $185 Million
- Q1 2024
Shares
4 transactions
Others Institutions Holding FRI
# of Institutions
65Shares Held
3.01MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY754KShares$19.3 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC685KShares$17.6 Million0.01% of portfolio
-
Ubs Group Ag241KShares$6.19 Million0.0% of portfolio
-
Aft, Forsyth & Sober, LLC159KShares$4.09 Million1.48% of portfolio
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Chicago Partners Investment Group LLC117KShares$2.99 Million0.13% of portfolio