Acorn Wealth Advisors, LLC Closed Holding Positions

Acorn Wealth Advisors, LLC

  • $220 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
REZ
Ishares Tr Residential And Mul

ETFs
Q3 2018 Filed on Nov 13, 2018
701
N/A
NEE
Nextera Energy Inc

Utilities
Q3 2018 Filed on Nov 13, 2018
334
$41.11 - $43.79 $13.7K - $14.6K
IWF
Ishares Russell 1000 Gr ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
517
N/A
T C F Finl Corp
Q3 2018 Filed on Nov 13, 2018
599
N/A
KSU
Kansas City Southern

Industrials
Q3 2018 Filed on Nov 13, 2018
243
N/A
SWKS
Skyworks Solutions, Inc.

Technology
Q3 2018 Filed on Nov 13, 2018
340
$84.37 - $102.48 $28.7K - $34.8K
LAZ
Lazard LTD

Financial Services
Q3 2018 Filed on Nov 13, 2018
645
$45.82 - $54.3 $29.6K - $35K
SU
Suncor Energy Inc

Energy
Q3 2018 Filed on Nov 13, 2018
552
$38.18 - $42.27 $21.1K - $23.3K
LEA
Lear Corp

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
229
$145.0 - $192.47 $33.2K - $44.1K
LNC
Lincoln National Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
204
$62.89 - $70.32 $12.8K - $14.3K
Etfs Gold Trust ETF
Q3 2018 Filed on Nov 13, 2018
440
N/A
Suntrust Banks Inc
Q3 2018 Filed on Nov 13, 2018
200
N/A
LUV
Southwest Airlines CO

Industrials
Q3 2018 Filed on Nov 13, 2018
545
$51.52 - $63.77 $28.1K - $34.8K
Tc Pipelines LP LP
Q3 2018 Filed on Nov 13, 2018
3,148
N/A
KMB
Kimberly Clark Corp

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
841
$103.55 - $119.56 $87.1K - $101K
IWR
Ishares Russell Mid Cap ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
362
$52.87 - $56.02 $19.1K - $20.3K
IYE
Ishares Tr

ETFs
Q3 2018 Filed on Nov 13, 2018
1,284
$39.59 - $42.74 $50.8K - $54.9K
IYLD
Ishares Tr Ishares Morningstar

ETFs
Q3 2018 Filed on Nov 13, 2018
4,486
N/A
IYT
Ishares Tr U.S. Transportation

ETFs
Q3 2018 Filed on Nov 13, 2018
332
$186.66 - $208.48 $62K - $69.2K
TMO
Thermo Fisher Scientific Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
159
$205.57 - $244.32 $32.7K - $38.8K
JCI
Johnson Controls International PLC

Industrials
Q3 2018 Filed on Nov 13, 2018
1,392
$33.32 - $40.01 $46.4K - $55.7K
JLL
Jones Lang Lasalle Inc

Real Estate
Q3 2018 Filed on Nov 13, 2018
375
$139.81 - $172.35 $52.4K - $64.6K
KHC
Kraft Heinz CO

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
791
$55.04 - $64.48 $43.5K - $51K
TD
Toronto Dominion Bank

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,603
$57.42 - $61.82 $92K - $99.1K
SPWR
Sunpower Corp

Technology
Q3 2018 Filed on Nov 13, 2018
2,000
$4.17 - $5.28 $8.34K - $10.6K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
410
$65.24 - $72.58 $26.7K - $29.8K
Eaton Vance Michigan Mun
Q3 2018 Filed on Nov 13, 2018
1,091
N/A
MKL
Markel Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
42
$1083.48 - $1218.38 $45.5K - $51.2K
SJM
J M Smucker CO

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
152
$102.37 - $116.24 $15.6K - $17.7K
MMM
3 M CO

Industrials
Q3 2018 Filed on Nov 13, 2018
344
$195.52 - $216.33 $67.3K - $74.4K
Mallinckrodt Pub F
Q3 2018 Filed on Nov 13, 2018
2,247
N/A
Etfs Silver Trust ETF
Q3 2018 Filed on Nov 13, 2018
2,555
N/A
MRO
Marathon Oil Corp

Energy
Q3 2018 Filed on Nov 13, 2018
580
$19.0 - $23.28 $11K - $13.5K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
Q3 2018 Filed on Nov 13, 2018
562
N/A
MXI
Ishares Global Materials ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
354
N/A
SCHX
Schwab Strategic Tr Us Large C

ETFs
Q3 2018 Filed on Nov 13, 2018
722
N/A
SJNK
Spdr Bloomberg Short Term High

ETFs
Q3 2018 Filed on Nov 13, 2018
1,119
N/A
SLB
Schlumberger Limited

Energy
Q3 2018 Filed on Nov 13, 2018
231
$59.7 - $69.49 $13.8K - $16.1K
Invesco S&P 500 High Beta ETF
Q3 2018 Filed on Nov 13, 2018
938
N/A
MA
Mastercard Inc

Financial Services
Q3 2018 Filed on Nov 13, 2018
59
$196.29 - $222.61 $11.6K - $13.1K
MAIN
Main Street Capital Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
596
$38.05 - $40.68 $22.7K - $24.2K
SNA
Snap On Inc

Industrials
Q3 2018 Filed on Nov 13, 2018
197
$158.25 - $188.46 $31.2K - $37.1K
MBB
Ishares Tr

ETFs
Q3 2018 Filed on Nov 13, 2018
430
$103.02 - $104.34 $44.3K - $44.9K
MCD
Mcdonalds Corp

Consumer Cyclical
Q3 2018 Filed on Nov 13, 2018
412
$155.41 - $167.29 $64K - $68.9K
MCK
Mckesson Corp

Healthcare
Q3 2018 Filed on Nov 13, 2018
78
$123.14 - $138.52 $9.6K - $10.8K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q3 2018 Filed on Nov 13, 2018
1,470
N/A
SLY
Spdr S&P 600 Small Cap ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
200
N/A
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
Q3 2018 Filed on Nov 13, 2018
889
N/A
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q3 2018 Filed on Nov 13, 2018
2,537
N/A
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