Abound Wealth Management Purchases in Q3 2024

Abound Wealth Management

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BKU
Bank United, Inc.

Financial Services
5
New
$28.65 - $38.88 $143 - $194
5 $183K
ICUI
Icu Medical Inc

Healthcare
1
New
$114.88 - $182.17 $115 - $182
1 $183K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
11
New
$15.38 - $20.85 $169 - $229
11 $182K
KRYS
Krystal Biotech, Inc.

Healthcare
1
+ 100.0%
$174.7 - $213.66 $175 - $214
2 $365K
GSHD
Goosehead Insurance, Inc.

Financial Services
2
New
$55.77 - $90.46 $112 - $181
2 $179K
CIG
Energy CO Of Minas Gerais

Utilities
85
New
$1.76 - $2.19 $150 - $186
85 $176K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
10
New
$15.97 - $22.05 $160 - $221
10 $176K
SCVL
Shoe Carnival Inc

Consumer Cyclical
4
New
$35.77 - $45.82 $143 - $183
4 $176K
HSC
Harsco Corp

Industrials
17
New
N/A
17 $176K
PAC
Pacific Airport Group

Industrials
1
New
$150.24 - $184.66 $150 - $185
1 $175K
Anglogold Ashanti PLC
6
New
N/A
6 $160K
ALC
Alcon Inc

Healthcare
1
+ 20.0%
$88.07 - $100.79 $88.1 - $101
6 $601K
UPS
United Parcel Service Inc

Industrials
2
+ 0.83%
$123.32 - $147.38 $247 - $295
242 $33M
IDCC
Inter Digital, Inc.

Communication Services
1
New
$116.28 - $141.69 $116 - $142
1 $142K
FOXF
Fox Factory Holding Corp

Consumer Cyclical
4
+ 100.0%
$35.85 - $53.39 $143 - $214
8 $332K
JHX
James Hardie Industries PLC

Basic Materials
1
+ 9.09%
$31.27 - $42.02 $31.3 - $42
12 $482K
ADUS
Addus Home Care Corp

Healthcare
1
New
$116.16 - $133.58 $116 - $134
1 $134K
UMC
United Microelectronics Corp

Technology
22
+ 11.7%
$7.43 - $8.89 $163 - $196
210 $1.77M
HAUZ
Dbx ETF Tr Xtrackers Internati

ETFs
5
New
$20.05 - $23.55 $100 - $118
5 $117K
HPE
Hewlett Packard Enterprise CO

Technology
21
+ 4.71%
$16.1 - $21.44 $338 - $450
467 $9.56M
E
Eni Spa

Energy
4
+ 22.22%
$30.16 - $32.88 $121 - $132
22 $667K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1
New
$97.81 - $108.79 $97.8 - $109
1 $110K
EFG
Msci Eafe Growth ETF

ETFs
1
New
$96.84 - $108.77 $96.8 - $109
1 $110K
FIW
First Trust Water ETF

ETFs
1
New
$98.0 - $109.33 $98 - $109
1 $110K
SCHP
Schwab Strategic Us Tips ETF

ETFs
2
New
$51.58 - $53.79 $103 - $108
2 $108K
EBND
Spdr Bloomberg Emerging Market

ETFs
5
New
$19.74 - $21.39 $98.7 - $107
5 $107K
ABEV
Ambev S.A.

Consumer Defensive
23
+ 17.97%
$2.04 - $2.44 $46.9 - $56.1
151 $369K
MFA
Mfa Financial, Inc.

Real Estate
1
+ 2.38%
$10.45 - $13.17 $10.5 - $13.2
43 $552K
EMB
Ishares Tr

ETFs
1
+ 100.0%
$87.75 - $93.74 $87.8 - $93.7
2 $199K
ET
Energy Transfer LP

Energy
6
New
$15.43 - $16.44 $92.6 - $98.6
6 $97K
EOG
Eog Resources Inc

Energy
3
+ 3.23%
$117.9 - $132.65 $354 - $398
96 $11.8M
Desktop Metal Inc
20
New
N/A
20 $94K
Phinia Inc
1
+ 14.29%
N/A
8 $369K
Energous Corp
150
New
N/A
150 $89K
PENN
Penn National Gaming Inc

Consumer Cyclical
10
+ 4.81%
$16.97 - $20.77 $170 - $208
218 $4.11M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1
New
$75.63 - $84.89 $75.6 - $84.9
1 $85K
SANM
Sanmina Corp

Technology
1
+ 20.0%
$62.98 - $75.33 $63 - $75.3
6 $411K
Skillz Inc
14
New
N/A
14 $79K
THRM
Gentherm Inc

Consumer Cyclical
2
+ 33.33%
$44.8 - $55.18 $89.6 - $110
8 $373K
FCLD
Fidelity Covington Tr Cloud CO
3
New
$21.68 - $24.47 $65 - $73.4
3 $74K
Bionano Genomics Inc
150
New
N/A
150 $69K
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
17
+ 37.78%
$5.55 - $7.43 $94.4 - $126
62 $384K
FDHT
Fidelity Covington Tr Digital
3
New
$18.02 - $20.66 $54.1 - $62
3 $63K
BYND
Beyond Meat, Inc.

Consumer Defensive
8
New
$5.24 - $7.49 $41.9 - $59.9
8 $55K
ARKG
Ark Genomic Revolution ETF (De

ETFs
2
New
$22.89 - $27.41 $45.8 - $54.8
2 $52K
EMR
Emerson Electric CO

Industrials
1
+ 1.05%
$98.19 - $118.87 $98.2 - $119
96 $10.5M
NWS
News Corp New Cl B Com Stk (De

Communication Services
2
+ 3.77%
$26.33 - $29.43 $52.7 - $58.9
55 $1.54M
REAL
The Real Real, Inc.

Consumer Cyclical
10
New
$2.28 - $3.77 $22.8 - $37.7
10 $32K
SMPL
Simply Good Foods CO

Consumer Defensive
1
+ 16.67%
$31.31 - $37.21 $31.3 - $37.2
7 $244K
Activity Summary
Buys All Purchases 530 New Holdings 202 Increased Positions 328 Sells All Sells 334 Reductions 334 Sold out 0 Options Calls 0 Puts 0
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