Acorn Wealth Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Acorn Wealth Advisors, LLC
- $194 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding GRID
# of Institutions
243Shares Held
6.88MCall Options Held
0Put Options Held
0-
Assetmark, Inc830KShares$105 Million0.3% of portfolio
-
Morgan Stanley New York, NY646KShares$81.5 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC490KShares$61.9 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$53 Million0.02% of portfolio
-
Traphagen Investment Advisors LLC Oradell, NJ291KShares$36.7 Million4.15% of portfolio