Abacus Wealth Partners, LLC MANAGER DIRECTED PORTFOLIOS Transaction History

Abacus Wealth Partners, LLC

  • $596 Billion
  • Q1 2024
Number of Shares
14,317,589
Previous 13,714,641 4.4%
Holding current value
$140 Billion
Previous $137 Billion 2.77%
% of portfolio
23.55%
Previous 23.06%

Shares

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