Acorn Wealth Advisors, LLC First Tr Small Cap Core Alphad Transaction History
Acorn Wealth Advisors, LLC
- $185 Million
- Q1 2024
Shares
3 transactions
Others Institutions Holding FYX
# of Institutions
149Shares Held
6.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY702KShares$62.7 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA582KShares$52 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC537KShares$47.9 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC453KShares$40.5 Million0.0% of portfolio
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Royal Bank Of Canada Toronto, A6385KShares$34.4 Million0.01% of portfolio