Abacus Wealth Partners, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Abacus Wealth Partners, LLC

  • $667 Billion
  • Q3 2024
Number of Shares
14,495,448
Previous 14,692,090 1.34%
Holding current value
$161 Billion
Previous $142 Billion 13.35%
% of portfolio
24.14%
Previous 23.55%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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