Acorn Wealth Advisors, LLC First Tr Large Cap Value Transaction History

Acorn Wealth Advisors, LLC

$185 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 02, 2023	BUY	$62.32 - $67.04 $62 - $67	1 Added 0.03%	3,227 $215,000
Q1 2023 May 09, 2023	SELL	$63.26 - $73.3 $316 - $366	-5 Reduced 0.15%	3,226 $214,000
Q4 2022 Feb 10, 2023	BUY	$63.44 - $69.36 $204,974 - $224,102	3,231 New	3,231 $212,000
Q2 2022 Aug 08, 2022	BUY	$61.01 - $72.65 $209,752 - $249,770	3,438 New	3,438 $214,000
Q3 2018 Nov 13, 2018	SELL	$52.28 - $55.43 $71,309 - $75,606	-1,364 Closed	0 $0

Q2 2018 Aug 10, 2018	BUY	$51.57 - $53.83 $51 - $53	1 Added 0.07%	1,364 $71,000
Q1 2018 May 14, 2018	SELL	$51.51 - $57.69 $2,833 - $3,172	-55 Reduced 3.88%	1,363 $73,000
Q4 2017 Feb 14, 2018	BUY	$51.31 - $54.99 $72,757 - $77,975	1,418	1,418 $78,000

Others Institutions Holding FTA

# of Institutions

203

Shares Held

11.5M

Call Options Held

0

Put Options Held

0

About FIRST TR LARGE CAP VALUE

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