A detailed history of Acorn Wealth Advisors, LLC transactions in Flexshares Tr High Yield Value stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 11,007 shares of HYGV stock, worth $447,434. This represents 0.21% of its overall portfolio holdings.

Number of Shares
11,007
Previous 11,024 0.15%
Holding current value
$447,434
Previous $445,000 2.92%
% of portfolio
0.21%
Previous 0.23%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$40.11 - $41.67 $681 - $708
-17 Reduced 0.15%
11,007 $458,000
Q2 2024

Jul 30, 2024

SELL
$39.93 - $40.71 $2,236 - $2,279
-56 Reduced 0.51%
11,024 $445,000
Q1 2024

Apr 26, 2024

BUY
$40.48 - $41.2 $2,185 - $2,224
54 Added 0.49%
11,080 $455,000
Q4 2023

Feb 07, 2024

BUY
$38.51 - $41.18 $65,736 - $70,294
1,707 Added 18.32%
11,026 $450,000
Q3 2023

Nov 07, 2023

BUY
$39.6 - $40.72 $369,032 - $379,469
9,319 New
9,319 $370,000

Others Institutions Holding HYGV

About FLEXSHARES TR HIGH YIELD VALUE


  • Ticker HYGV
  • Sector ETFs
  • Industry ETFs
More about HYGV
Track This Portfolio

Track Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.