Acorn Wealth Advisors, LLC First Trust Dorsey Wright Focu Transaction History
Acorn Wealth Advisors, LLC
- $226 Million
- Q4 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 3,734 shares of FV stock, worth $204,548. This represents 0.1% of its overall portfolio holdings.
Number of Shares
3,734
Previous 3,770
0.95%
Holding current value
$204,548
Previous $219,000
0.46%
% of portfolio
0.1%
Previous 0.1%
Shares
28 transactions
Others Institutions Holding FV
# of Institutions
355Shares Held
46.1MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.66MShares$365 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.47MShares$245 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA4.09MShares$224 Million0.06% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$156 Million0.25% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.66MShares$146 Million0.06% of portfolio