Abound Wealth Management Amplify ETF Tr Trnsformational Transaction History

Abound Wealth Management

$301 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Aug 08, 2024	SELL	$26.16 - $36.44 $392 - $546	-15 Closed	0 $0
Q4 2023 Aug 08, 2024	BUY	$19.12 - $32.16 $286 - $482	15 New	15 $453,000

Others Institutions Holding BLOK

# of Institutions

211

Shares Held

11.1M

Call Options Held

199K

Put Options Held

96.7K

International Assets Investment Management, LLC Orlando, FL

5.23M
Shares

$248 Million
1.16% of portfolio
Morgan Stanley New York, NY

685K
Shares

$32.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

642K
Shares

$30.5 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

476K
Shares

$22.6 Million
0.03% of portfolio
Cx Institutional

404K
Shares

$19.2 Million
0.68% of portfolio

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