Acorn Wealth Advisors, LLC Wisdomtree Tr Us Small Cap Qua Transaction History
Acorn Wealth Advisors, LLC
- $194 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding DGRS
# of Institutions
110Shares Held
4.72MCall Options Held
100Put Options Held
3K-
Private Wealth Strategies, L.L.C.550KShares$28.1 Million5.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC503KShares$25.7 Million0.01% of portfolio
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Hennion & Walsh Asset Management, Inc.487KShares$24.9 Million1.22% of portfolio
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Morgan Stanley New York, NY378KShares$19.3 Million0.0% of portfolio
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Ubs Group Ag317KShares$16.2 Million0.0% of portfolio