Acorn Wealth Advisors, LLC First Tr Nasdaq Clean Edge Sma Transaction History
Acorn Wealth Advisors, LLC
- $226 Million
- Q4 2024
Shares
3 transactions
Others Institutions Holding GRID
# of Institutions
290Shares Held
16.1MCall Options Held
0Put Options Held
0-
Proficio Capital Partners LLC Newton, MA7.19MShares$868 Million0.49% of portfolio
-
Morgan Stanley New York, NY882KShares$106 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC823KShares$99.3 Million0.01% of portfolio
-
Assetmark, Inc803KShares$96.8 Million0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC516KShares$62.2 Million0.03% of portfolio