Acorn Wealth Advisors, LLC First Tr S&P Reit Index Fd Transaction History
Acorn Wealth Advisors, LLC
- $251 Million
- Q2 2025
Shares
4 transactions
Others Institutions Holding FRI
# of Institutions
67Shares Held
4.51MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC950KShares$26.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY754KShares$21.2 Million0.0% of portfolio
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Aft, Forsyth & Sober, LLC489KShares$13.8 Million4.57% of portfolio
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Cetera Investment Advisers Schaumburg, IL483KShares$13.6 Million0.02% of portfolio
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Tcp Asset Management, LLC Columbus, OH320KShares$9 Million1.87% of portfolio