Acorn Wealth Advisors, LLC Spdr Ser Tr S&P Health Care Eq Transaction History
Acorn Wealth Advisors, LLC
- $293 Million
- Q3 2025
Shares
15 transactions
Others Institutions Holding XHE
# of Institutions
89Shares Held
608KCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY104KShares$8.56 Million0.0% of portfolio
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Ubs Group Ag53.3KShares$4.38 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC38.1KShares$3.13 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC30.7KShares$2.52 Million0.0% of portfolio
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Envestnet Asset Management Inc28KShares$2.3 Million0.0% of portfolio