Acorn Wealth Advisors, LLC Global X Variable Rate Preferr Transaction History
Acorn Wealth Advisors, LLC
- $220 Million
- Q3 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Global X Variable Rate Preferr stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 12,350 shares of PFFV stock, worth $296,523. This represents 0.13% of its overall portfolio holdings.
Number of Shares
12,350
Previous 10,598
16.53%
Holding current value
$296,523
Previous $250,000
18.8%
% of portfolio
0.13%
Previous 0.13%
Shares
7 transactions
Others Institutions Holding PFFV
# of Institutions
63Shares Held
3.47MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.37MShares$32.9 Million0.0% of portfolio
-
Bedel Financial Consulting, Inc.231KShares$5.56 Million0.78% of portfolio
-
Leslie Global Wealth, LLC Itasca, IL202KShares$4.85 Million2.36% of portfolio
-
Creative Planning Overland Park, KS172KShares$4.13 Million0.0% of portfolio
-
Investment Partners Asset Management, Inc. Metuchen, NJ152KShares$3.66 Million3.0% of portfolio