Acorn Wealth Advisors, LLC First Tr ETF Viii Tcw Opportun Transaction History
Acorn Wealth Advisors, LLC
- $220 Million
- Q3 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 41,211 shares of FIXD stock, worth $1.77 Million. This represents 0.85% of its overall portfolio holdings.
Number of Shares
41,211
Previous 37,818
8.97%
Holding current value
$1.77 Million
Previous $1.63 Million
14.5%
% of portfolio
0.85%
Previous 0.84%
Shares
13 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$533 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$404 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$334 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$302 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$168 Million0.04% of portfolio