Abound Wealth Management Closed Holding Positions

Abound Wealth Management

  • $312 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
Q1 2024 Filed on Aug 08, 2024
12
$53.73 - $67.33 $645 - $808
ROBT
First Tr Exchange Traded Fd Vi

ETFs
Q1 2024 Filed on Aug 08, 2024
15
$42.75 - $46.3 $641 - $695
HYLS
First Tr Tactical High Yield L

ETFs
Q1 2024 Filed on Aug 08, 2024
90
$40.81 - $41.46 $3.67K - $3.73K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
Q1 2024 Filed on Aug 08, 2024
6
$98.77 - $114.86 $593 - $689
EXEL
Exelixis, Inc.

Healthcare
Q1 2024 Filed on Aug 08, 2024
40
$20.17 - $23.93 $807 - $957
KOIN
Capital Link Global Fintech Le
Q1 2024 Filed on Aug 08, 2024
25
N/A
EVRG
Evergy, Inc.

Utilities
Q1 2024 Filed on Aug 08, 2024
9
$48.62 - $54.21 $438 - $488
DSTL
ETF Ser Solution Distillate Us

ETFs
Q1 2024 Filed on Aug 08, 2024
33
$48.63 - $53.91 $1.6K - $1.78K
EPR
Epr Properties

Real Estate
Q1 2024 Filed on Aug 08, 2024
32
$41.08 - $48.75 $1.31K - $1.56K
DAR
Darling Ingredients Inc.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
5
$40.69 - $50.48 $203 - $252
WRB
Berkley W R Corp

Financial Services
Q1 2024 Filed on Aug 08, 2024
75
$72.0 - $88.44 $5.4K - $6.63K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q1 2024 Filed on Aug 08, 2024
29
$31.68 - $34.21 $919 - $992
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q1 2024 Filed on Aug 08, 2024
1
$52.08 - $60.31 $52.1 - $60.3
NANR
Spdr Index Shs Fds S&P North A

ETFs
Q1 2024 Filed on Aug 08, 2024
635
$46.75 - $54.58 $29.7K - $34.7K
SOFI
So Fi Technologies, Inc.

Financial Services
Q1 2024 Filed on Aug 08, 2024
107
$6.92 - $9.65 $740 - $1.03K
SLRC
Slr Investment Corp.

Financial Services
Q1 2024 Filed on Aug 08, 2024
86
$14.76 - $15.76 $1.27K - $1.36K
SCI
Service Corp International

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
17
$65.31 - $75.56 $1.11K - $1.28K
SMG
Scotts Miracle Gro CO

Basic Materials
Q1 2024 Filed on Aug 08, 2024
38
$53.53 - $74.59 $2.03K - $2.83K
RH
Rh

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
1
$251.83 - $348.26 $252 - $348
RTO
Rentokil Initial PLC

Industrials
Q1 2024 Filed on Aug 08, 2024
13
$25.06 - $32.63 $326 - $424
RMBS
Rambus Inc

Technology
Q1 2024 Filed on Aug 08, 2024
13
$53.62 - $73.99 $697 - $962
PGNY
Progyny, Inc.

Healthcare
Q1 2024 Filed on Aug 08, 2024
25
$33.63 - $41.62 $841 - $1.04K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2024 Filed on Aug 08, 2024
30
$70.62 - $73.18 $2.12K - $2.2K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
1
$76.15 - $89.01 $76.2 - $89
TGLS
Tecnoglass Inc.

Basic Materials
Q1 2024 Filed on Aug 08, 2024
25
$41.9 - $53.6 $1.05K - $1.34K
VOYA
Voya Financial, Inc.

Financial Services
Q1 2024 Filed on Aug 08, 2024
3
$66.82 - $74.08 $200 - $222
VRT
Vertiv Holdings CO

Industrials
Q1 2024 Filed on Aug 08, 2024
1
$45.57 - $82.67 $45.6 - $82.7
MDRX
Allscripts Healthcare Solutions, Inc.

Healthcare
Q1 2024 Filed on Aug 08, 2024
3,241
$5.99 - $10.87 $19.4K - $35.2K
VGSH
Vanguard

ETFs
Q1 2024 Filed on Aug 08, 2024
3,086
$57.88 - $58.54 $179K - $181K
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2024 Filed on Aug 08, 2024
1,024
$39.39 - $42.14 $40.3K - $43.2K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2024 Filed on Aug 08, 2024
88
$76.34 - $77.25 $6.72K - $6.8K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q1 2024 Filed on Aug 08, 2024
1
$282.55 - $336.33 $283 - $336
USFD
Us Foods Holding Corp.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
1
$44.9 - $54.5 $44.9 - $54.5
Tko Group Holdings Inc
Q1 2024 Filed on Aug 08, 2024
5
N/A
TGH
Textainer Group Holdings LTD

Industrials
Q1 2024 Filed on Aug 08, 2024
350
$0.0 - $50.14 $0 - $17.5K
POR
Portland General Electric CO

Utilities
Q1 2024 Filed on Aug 08, 2024
11
$39.54 - $44.28 $435 - $487
PII
Polaris Inc.

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
99
$87.97 - $100.12 $8.71K - $9.91K
LYFT
Lyft, Inc.

Technology
Q1 2024 Filed on Aug 08, 2024
0
$12.13 - $20.28 $0 - $0
LTHM
Livent Corp.

Basic Materials
Q1 2024 Filed on Aug 08, 2024
20
$0.0 - $18.05 $0 - $361
METV
Listed Fds Tr Roundhill Ball M

ETFs
Q1 2024 Filed on Aug 08, 2024
65
$10.98 - $12.65 $714 - $822
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
10
$47.93 - $55.25 $479 - $553
LNTH
Lantheus Holdings, Inc.

Healthcare
Q1 2024 Filed on Aug 08, 2024
13
$51.07 - $68.26 $664 - $887
KOS
Kosmos Energy Ltd.

Energy
Q1 2024 Filed on Aug 08, 2024
0
$5.4 - $6.87 $0 - $0
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
Q1 2024 Filed on Aug 08, 2024
35
$9.2 - $13.19 $322 - $462
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
Q1 2024 Filed on Aug 08, 2024
30
$49.02 - $54.29 $1.47K - $1.63K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q1 2024 Filed on Aug 08, 2024
101
$50.05 - $51.32 $5.06K - $5.18K
TECB
Ishares Tr Us Tech Breakthroug

ETFs
Q1 2024 Filed on Aug 08, 2024
17
$41.58 - $48.42 $707 - $823
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2024 Filed on Aug 08, 2024
3
$207.77 - $286.45 $623 - $859
NTCO
Natura &Co Holding S.A.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
37
$6.21 - $7.51 $230 - $278
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