Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACORN WEALTH ADVISORS LLC | 04-26-2024 | 03-31-2024 | 202 | 191,589,672 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 101 | $463,165 | 4,845 | 0.00 | 0.00 | -245 | -4.81 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO INTRMD | 102 | $462,660 | 14,153 | 0.00 | 0.00 | -214 | -1.49 | 03-31-2024 |
| CMS ENERGY CORP | COM | 103 | $457,464 | 7,581 | 0.00 | 0.00 | -2,563 | -25.27 | 03-31-2024 |
| FLEXSHARES TR | HIG YLD VL ETF | 104 | $455,500 | 11,080 | 0.00 | 0.00 | 54 | 0.49 | 03-31-2024 |
