Abound Wealth Management Closed Holding Positions

Abound Wealth Management

  • $354 Billion
  • Q2 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EWA
Ishares Msci Australia ETF

ETFs
Q1 2024 Filed on Aug 08, 2024
40
$22.85 - $24.77 $914 - $991
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
Q1 2024 Filed on Aug 08, 2024
20
$36.38 - $38.97 $728 - $779
FOUR
Shift4 Payments, Inc.

Technology
Q1 2024 Filed on Aug 08, 2024
15
$65.6 - $85.9 $984 - $1.29K
BAR
Granite Shares Gold Trust

ETFs
Q3 2023 Filed on Aug 08, 2024
356
$18.28 - $19.58 $6.51K - $6.97K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
Q3 2023 Filed on Aug 08, 2024
48
$21.47 - $24.39 $1.03K - $1.17K
HFWA
Heritage Financial Corp

Financial Services
Q3 2023 Filed on Aug 08, 2024
25
$16.05 - $19.14 $401 - $479
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q3 2023 Filed on Aug 08, 2024
34
$0.0 - $301.97 $0 - $10.3K
MCHI
Ishares Msci China ETF

ETFs
Q3 2023 Filed on Aug 08, 2024
261
$42.69 - $49.8 $11.1K - $13K
EUFN
Ishares Msci Europe Financials

ETFs
Q3 2023 Filed on Aug 08, 2024
123
$18.56 - $20.19 $2.28K - $2.48K
JMBS
Janus Detroit Str Tr Henderson

ETFs
Q3 2023 Filed on Aug 08, 2024
143
$43.27 - $45.88 $6.19K - $6.56K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
Q3 2023 Filed on Aug 08, 2024
287
$49.6 - $50.34 $14.2K - $14.4K
LSXMA
Liberty Media Corp

Communication Services
Q3 2023 Filed on Aug 08, 2024
18
$22.1 - $34.79 $398 - $626
MANH
Manhattan Associates Inc

Technology
Q3 2023 Filed on Aug 08, 2024
10
$185.02 - $207.85 $1.85K - $2.08K
GL
Globe Life Inc.

Financial Services
Q3 2023 Filed on Aug 08, 2024
3
$108.63 - $115.36 $326 - $346
ENTA
Enanta Pharmaceuticals Inc

Healthcare
Q3 2023 Filed on Aug 08, 2024
7
$11.09 - $22.13 $77.6 - $155
EME
Emcor Group, Inc.

Industrials
Q3 2023 Filed on Aug 08, 2024
8
$182.65 - $226.0 $1.46K - $1.81K
AU
Anglogold Ashanti LTD

Basic Materials
Q3 2023 Filed on Aug 08, 2024
14
$15.8 - $23.06 $221 - $323
Annaly Capital Management In
Q3 2023 Filed on Aug 08, 2024
28
N/A
ARNC
Arconic Corp

Industrials
Q3 2023 Filed on Aug 08, 2024
10
$0.0 - $29.99 $0 - $300
ARRY
Array Technologies, Inc.

Technology
Q3 2023 Filed on Aug 08, 2024
24
$17.75 - $26.32 $426 - $632
ATKR
Atkore Inc.

Industrials
Q3 2023 Filed on Aug 08, 2024
3
$141.0 - $163.43 $423 - $490
AGR
Avangrid, Inc.

Utilities
Q3 2023 Filed on Aug 08, 2024
6
$29.9 - $39.1 $179 - $235
BKI
Black Knight, Inc.

Technology
Q3 2023 Filed on Aug 08, 2024
5
$0.0 - $75.78 $0 - $379
CACI
Caci International Inc

Technology
Q3 2023 Filed on Aug 08, 2024
5
$309.31 - $357.92 $1.55K - $1.79K
CHW
Calamos Global Dynamic Income Fund

Financial Services
Q3 2023 Filed on Aug 08, 2024
545
$5.54 - $6.23 $3.02K - $3.4K
NTGR
Netgear, Inc.

Technology
Q3 2023 Filed on Aug 08, 2024
22
$11.55 - $14.89 $254 - $328
NBIX
Neurocrine Biosciences Inc

Healthcare
Q3 2023 Filed on Aug 08, 2024
5
$94.02 - $117.1 $470 - $586
WTFC
Wintrust Financial Corp

Financial Services
Q3 2023 Filed on Aug 08, 2024
11
$71.37 - $86.05 $785 - $947
USFR
Wisdomtree Floating Rate Treas

ETFs
Q3 2023 Filed on Aug 08, 2024
588
$50.28 - $50.51 $29.6K - $29.7K
WWE
World Wrestling Entertainmentinc

Communication Services
Q3 2023 Filed on Aug 08, 2024
5
$0.0 - $115.93 $0 - $580
WPC
W. P. Carey Inc.

Real Estate
Q3 2023 Filed on Aug 08, 2024
4
$54.08 - $73.02 $216 - $292
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2023 Filed on Aug 08, 2024
4
$90.36 - $109.64 $361 - $439
AYI
Acuity Brands Inc

Industrials
Q1 2024 Filed on Aug 08, 2024
1
$201.21 - $269.25 $201 - $269
AEHR
Aehr Test Systems

Technology
Q1 2024 Filed on Aug 08, 2024
18
$11.17 - $24.95 $201 - $449
AMG
Affiliated Managers Group, Inc.

Financial Services
Q1 2024 Filed on Aug 08, 2024
0
$146.42 - $167.47 $0 - $0
ALGM
Allegro Microsystems, Inc.

Technology
Q1 2024 Filed on Aug 08, 2024
26
$25.56 - $32.48 $665 - $844
DOX
Amdocs LTD

Technology
Q1 2024 Filed on Aug 08, 2024
1
$87.06 - $93.57 $87.1 - $93.6
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q1 2024 Filed on Aug 08, 2024
15
$26.16 - $36.44 $392 - $547
EDV
Vanguard Extended Duration Tre

ETFs
Q3 2023 Filed on Aug 08, 2024
24
$69.75 - $86.3 $1.67K - $2.07K
TTC
Toro CO

Industrials
Q3 2023 Filed on Aug 08, 2024
5
$79.85 - $104.91 $399 - $525
NUVA
Nuvasive Inc

Healthcare
Q3 2023 Filed on Aug 08, 2024
7
$0.0 - $43.61 $0 - $305
Orbital Infrastructure Grp I
Q3 2023 Filed on Aug 08, 2024
540
N/A
PFBC
Preferred Bank

Financial Services
Q3 2023 Filed on Aug 08, 2024
9
$55.24 - $66.97 $497 - $603
PSTG
Pure Storage, Inc.

Technology
Q3 2023 Filed on Aug 08, 2024
35
$33.49 - $40.17 $1.17K - $1.41K
RL
Ralph Lauren Corp

Consumer Cyclical
Q3 2023 Filed on Aug 08, 2024
8
$111.85 - $132.21 $895 - $1.06K
RPRX
Royalty Pharma PLC

Healthcare
Q3 2023 Filed on Aug 08, 2024
20
$26.26 - $31.38 $525 - $628
SENEA
Seneca Foods Corp

Consumer Defensive
Q3 2023 Filed on Aug 08, 2024
6
$33.29 - $54.61 $200 - $328
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
Q3 2023 Filed on Aug 08, 2024
37
$99.03 - $99.47 $3.66K - $3.68K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q3 2023 Filed on Aug 08, 2024
623
$24.28 - $25.47 $15.1K - $15.9K
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