Abacus Wealth Partners, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Abacus Wealth Partners, LLC

  • $670 Billion
  • Q4 2024
Number of Shares
15,495,341
Previous 14,495,448 6.9%
Holding current value
$157 Billion
Previous $161 Billion 2.63%
% of portfolio
23.42%
Previous 24.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
N/A
999,893 Added 6.9%
15,495,341 $157 Billion
Q3 2024

Oct 03, 2024
SELL
N/A
-196,642 Reduced 1.34%
14,495,448 $161 Billion
Q2 2024

Jul 11, 2024
BUY
N/A
374,501 Added 2.62%
14,692,090 $142 Billion
Q1 2024

Apr 10, 2024
BUY
N/A
602,948 Added 4.4%
14,317,589 $140 Billion
Q4 2023

Feb 07, 2024
BUY
N/A
13,714,641 New
13,714,641 $137 Billion
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