Acorn Wealth Advisors, LLC Closed Holding Positions

Acorn Wealth Advisors, LLC

  • $220 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Park Electrochemicl
Q3 2018 Filed on Nov 13, 2018
1,000
N/A
PAYX
Paychex Inc

Industrials
Q3 2018 Filed on Nov 13, 2018
988
$67.78 - $75.25 $67K - $74.3K
County Bank Corp
Q3 2018 Filed on Nov 13, 2018
300
N/A
Boardwalk Pipeline Pa LP
Q3 2018 Filed on Nov 13, 2018
1,000
N/A
BWX
Spdr Bloomberg International T

ETFs
Q3 2018 Filed on Nov 13, 2018
400
N/A
CARA
Cara Therapeutics, Inc.

Healthcare
Q3 2018 Filed on Nov 13, 2018
848
$17.57 - $23.95 $14.9K - $20.3K
XYL
Xylem Inc.

Industrials
Q3 2018 Filed on Nov 13, 2018
600
$66.7 - $81.87 $40K - $49.1K
CAG
Conagra Brands Inc.

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
1,558
$32.98 - $38.25 $51.4K - $59.6K
Invesco S&P Global Waterindex ETF
Q3 2018 Filed on Nov 13, 2018
303
N/A
Cigna Corp
Q3 2018 Filed on Nov 13, 2018
113
N/A
CINF
Cincinnati Financial Corp

Financial Services
Q3 2018 Filed on Nov 13, 2018
280
$66.98 - $79.03 $18.8K - $22.1K
BGS
B&G Foods, Inc.

Consumer Defensive
Q3 2018 Filed on Nov 13, 2018
978
$27.45 - $32.95 $26.8K - $32.2K
TNA
Direxion Daily Small Cap Bull

ETFs
Q3 2018 Filed on Nov 13, 2018
200
$83.24 - $96.51 $16.6K - $19.3K
BHP
Bhp Group LTD

Basic Materials
Q3 2018 Filed on Nov 13, 2018
297
$39.13 - $46.62 $11.6K - $13.8K
XLE
Energy Sector Spdr

ETFs
Q3 2018 Filed on Nov 13, 2018
166
N/A
CNI
Canadian National Railway CO

Industrials
Q3 2018 Filed on Nov 13, 2018
483
$80.7 - $90.18 $39K - $43.6K
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
Q3 2018 Filed on Nov 13, 2018
1,000
N/A
Invesco Senior Loan ETF
Q3 2018 Filed on Nov 13, 2018
787
N/A
Cantel Medical Corp
Q3 2018 Filed on Nov 13, 2018
128
N/A
CMA
Comerica Inc

Financial Services
Q3 2018 Filed on Nov 13, 2018
603
$89.46 - $99.43 $53.9K - $60K
CM
Canadian Imperial Bank Of Commerce

Financial Services
Q3 2018 Filed on Nov 13, 2018
200
$43.3 - $48.22 $8.66K - $9.64K
ROBO
Robo Global Robotics And Autom

ETFs
Q3 2018 Filed on Nov 13, 2018
2,085
N/A
Invesco Bulletshares 2022 Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
2,407
N/A
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
Q3 2018 Filed on Nov 13, 2018
106
N/A
Invesco Bulletshares 2018 High Yield Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
2,658
N/A
Invesco Bulletshares 2019 High Yield Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
2,890
N/A
Invesco Bulletshares 2020 High Yield Corporate Bond ETF
Q3 2018 Filed on Nov 13, 2018
1,389
N/A
C
Citigroup Inc

Financial Services
Q3 2018 Filed on Nov 13, 2018
707
$66.06 - $74.79 $46.7K - $52.9K
DUK
Duke Energy Corp

Utilities
Q3 2018 Filed on Nov 13, 2018
1,872
$78.09 - $83.47 $146K - $156K
EWG
Ishares Msci Germany ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
767
$28.99 - $31.31 $22.2K - $24K
EWX
Spdr S&P Emerging Markets Smal

ETFs
Q3 2018 Filed on Nov 13, 2018
1,272
N/A
Invesco S&P Smallcap 600 Equal Weight ETF
Q3 2018 Filed on Nov 13, 2018
778
N/A
Invesco S&P Midcap 400 Equal Weight ETF
Q3 2018 Filed on Nov 13, 2018
304
N/A
EWJ
Ishares Msci Japan ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
242
N/A
ABC
Amerisourcebergen Corp

Healthcare
Q3 2018 Filed on Nov 13, 2018
292
$78.98 - $92.22 $23.1K - $26.9K
Energy Transfer Partn LP
Q3 2018 Filed on Nov 13, 2018
3,075
N/A
ET
Energy Transfer LP

Energy
Q3 2018 Filed on Nov 13, 2018
748
$17.05 - $18.97 $12.8K - $14.2K
Express Scripts Hldg
Q3 2018 Filed on Nov 13, 2018
771
N/A
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
Q3 2018 Filed on Nov 13, 2018
242
N/A
ES
Eversource Energy

Utilities
Q3 2018 Filed on Nov 13, 2018
300
$58.46 - $63.77 $17.5K - $19.1K
ERF
Enerplus Corp

Energy
Q3 2018 Filed on Nov 13, 2018
4,145
$11.26 - $13.6 $46.7K - $56.4K
ADC
Agree Realty Corp

Real Estate
Q3 2018 Filed on Nov 13, 2018
227
$51.84 - $57.22 $11.8K - $13K
WM
Waste Management Inc

Industrials
Q3 2018 Filed on Nov 13, 2018
783
$81.49 - $92.51 $63.8K - $72.4K
Invesco Wilshire Micro Cap ETF
Q3 2018 Filed on Nov 13, 2018
2,370
N/A
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
Q3 2018 Filed on Nov 13, 2018
1,839
$16.9 - $17.94 $31.1K - $33K
EOG
Eog Resources Inc

Energy
Q3 2018 Filed on Nov 13, 2018
106
$114.32 - $129.9 $12.1K - $13.8K
ADP
Automatic Data Processing Inc

Industrials
Q3 2018 Filed on Nov 13, 2018
231
$132.61 - $150.68 $30.6K - $34.8K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
Q3 2018 Filed on Nov 13, 2018
698
$30.72 - $37.55 $21.4K - $26.2K
EXC
Exelon Corp

Utilities
Q3 2018 Filed on Nov 13, 2018
301
$29.68 - $31.83 $8.93K - $9.58K
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