Acorn Wealth Advisors, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Acorn Wealth Advisors, LLC
- $226 Million
- Q4 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 6,031 shares of SDVY stock, worth $220,794. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,031
Previous 6,031
-0.0%
Holding current value
$220,794
Previous $219,000
1.37%
% of portfolio
0.1%
Previous 0.1%
Shares
1 transactions
Others Institutions Holding SDVY
# of Institutions
478Shares Held
159MCall Options Held
6.7KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC21.9MShares$803 Million0.33% of portfolio
-
Morgan Stanley New York, NY15MShares$547 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA12.7MShares$466 Million0.11% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL10.6MShares$389 Million0.14% of portfolio
-
Ubs Group Ag6.02MShares$220 Million0.05% of portfolio