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 VALUE LINE DIVID IN | SHS | 51 | $927,847 | 21,971 | 0.00 | 0.00 | 336 | 1.55 | 03-31-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 52 | $870,461 | 1,564 | 0.00 | 0.00 | 185 | 13.42 | 03-31-2024 |
| WORLD GOLD TR | SPDR GLD MINIS | 53 | $865,274 | 19,643 | 0.00 | 0.00 | 1,401 | 7.68 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 54 | $833,451 | 8,989 | 0.00 | 0.00 | 2,651 | 41.83 | 03-31-2024 |
