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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ISHS 5-10YR INVT | 201 | $260,116 | 5,041 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GLOBAL X FDS | NASDAQ 100 COVER | 202 | $258,137 | 14,413 | 0.00 | 0.00 | 979 | 7.29 | 03-31-2024 |
| ISHARES TR | U.S. MED DVC ETF | 203 | $252,568 | 4,311 | 0.00 | 0.00 | -153 | -3.43 | 03-31-2024 |
| WELLS FARGO CO NEW | COM | 204 | $250,929 | 4,329 | 0.00 | 0.00 | -225 | -4.94 | 03-31-2024 |
