Abound Wealth Management Purchases in Q3 2024

Abound Wealth Management

  • $301 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FDRR
Fidelity Covington Tr Divid Et

ETFs
10
New
$46.51 - $51.5 $465 - $515
10 $522K
LUMN
Lumen Technologies, Inc.

Communication Services
72
New
$1.03 - $7.28 $74.2 - $524
72 $512K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
19
New
$23.06 - $26.41 $438 - $502
19 $495K
CMA
Comerica Inc

Financial Services
8
New
$49.93 - $61.49 $399 - $492
8 $480K
SPYG
Spdr Portfolio

ETFs
1
+ 0.6%
$73.38 - $84.1 $73.4 - $84.1
167 $13.8M
FMIL
Fidelity Covington Tr New Mill
10
New
N/A
10 $459K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
10
New
$41.02 - $46.01 $410 - $460
10 $458K
RSG
Republic Services, Inc.

Industrials
1
+ 2.63%
$189.34 - $208.21 $189 - $208
39 $7.84M
NU
Nu Holdings Ltd.

Financial Services
32
New
$10.71 - $15.14 $343 - $484
32 $437K
CRS
Carpenter Technology Corp

Industrials
2
+ 100.0%
$104.79 - $161.78 $210 - $324
4 $639K
ACIW
Aci Worldwide, Inc.

Technology
8
New
$38.9 - $50.89 $311 - $407
8 $408K
UPST
Upstart Holdings, Inc.

Financial Services
10
New
$22.9 - $44.11 $229 - $441
10 $401K
MASI
Masimo Corp

Healthcare
3
New
$104.79 - $133.77 $314 - $401
3 $400K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
12
New
$26.23 - $34.36 $315 - $412
12 $399K
FRNW
Fidelity Covington Tr Clean En
24
New
$14.32 - $16.18 $344 - $388
24 $392K
IFRA
Ishares Tr

ETFs
8
New
$41.55 - $46.97 $332 - $376
8 $378K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1
New
$332.02 - $382.76 $332 - $383
1 $376K
CSWI
Csw Industrials, Inc.

Industrials
1
New
$263.55 - $370.84 $264 - $371
1 $367K
CABO
Cable One, Inc.

Communication Services
1
New
$314.59 - $418.85 $315 - $419
1 $350K
RHI
Robert Half International Inc.

Industrials
5
New
$59.34 - $68.28 $297 - $341
5 $338K
CDW
Cdw Corp

Technology
1
+ 2.33%
$206.67 - $239.84 $207 - $240
44 $9.99M
Six Flags Entertainment Corp
8
New
N/A
8 $323K
ADMA
Adma Biologics, Inc.

Healthcare
16
New
$11.21 - $20.03 $179 - $320
16 $320K
WIT
Wipro LTD

Technology
32
+ 11.43%
$5.66 - $6.89 $181 - $220
312 $2.02M
FVAL
Fidelity Covington Tr Value Fa

ETFs
5
New
$55.27 - $60.6 $276 - $303
5 $310K
PMTS
Cpi Card Group Inc.

Financial Services
11
New
$23.5 - $30.74 $259 - $338
11 $307K
CDAY
Ceridian Hcm Holding Inc.

Technology
5
New
N/A
5 $307K
AKR
Acadia Realty Trust

Real Estate
13
New
$18.07 - $23.48 $235 - $305
13 $306K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
3
New
$91.41 - $101.59 $274 - $305
3 $306K
WFC
Wells Fargo & Company

Financial Services
91
+ 5.4%
$51.58 - $60.97 $4.69K - $5.55K
1.78K $100M
SHOO
Steven Madden, Ltd.

Consumer Cyclical
6
New
$41.58 - $49.01 $249 - $294
6 $294K
FLGT
Fulgent Genetics, Inc.

Healthcare
8
+ 14.29%
$19.6 - $25.06 $157 - $200
64 $1.39M
ARCH
Arch Resources, Inc.

Energy
2
New
$120.29 - $168.65 $241 - $337
2 $277K
MAC
Macerich CO

Real Estate
15
New
$14.34 - $18.25 $215 - $274
15 $274K
KN
Knowles Corp

Technology
15
New
$16.5 - $19.44 $248 - $292
15 $271K
PJT
Pjt Partners Inc.

Financial Services
2
New
$108.91 - $136.42 $218 - $273
2 $267K
KT
Kt Corp

Communication Services
9
+ 12.0%
$13.14 - $15.8 $118 - $142
84 $1.29M
WRE
Washington Real Estate Investment Trust
15
New
N/A
15 $264K
DEI
Douglas Emmett Inc

Real Estate
15
New
$13.22 - $17.58 $198 - $264
15 $264K
LNC
Lincoln National Corp

Financial Services
8
New
$28.71 - $34.05 $230 - $272
8 $253K
STBA
S&T Bancorp Inc

Financial Services
6
New
$32.48 - $45.61 $195 - $274
6 $252K
XYL
Xylem Inc.

Industrials
2
+ 6.06%
$126.14 - $141.53 $252 - $283
35 $4.73M
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
3
New
$55.75 - $55.75 $167 - $167
3 $251K
ABCB
Ameris Bancorp

Financial Services
4
New
$48.61 - $65.14 $194 - $261
4 $250K
ADNT
Adient PLC

Consumer Cyclical
11
New
$19.9 - $25.76 $219 - $283
11 $249K
FSMO
Fidelity Covington Tr

ETFs
9
New
$24.77 - $27.18 $223 - $245
9 $249K
AZZ
Azz Inc

Industrials
3
New
$72.09 - $86.75 $216 - $260
3 $248K
XPEV
Xpeng Inc.

Consumer Cyclical
10
+ 38.46%
$6.63 - $12.72 $66.3 - $127
36 $439K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
13
New
$17.09 - $20.23 $222 - $263
13 $248K
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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