Abound Wealth Management GE VERNOVA INC Transaction History

Abound Wealth Management

  • $354 Billion
  • Q2 2025
Number of Shares
225
Previous 242 7.02%
Holding current value
$119 Million
Previous $73.9 Million 61.21%
% of portfolio
0.03%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
N/A
-17 Reduced 7.02%
225 $119 Million
Q1 2025

Apr 17, 2025
BUY
N/A
2 Added 0.83%
242 $73.9 Million
Q4 2024

Jan 13, 2025
SELL
N/A
-7 Reduced 2.83%
240 $79 Million
Q3 2024

Nov 04, 2024
BUY
N/A
51 Added 26.02%
247 $63 Million
Q2 2024

Aug 09, 2024
BUY
N/A
196 New
196 $33.6 Million
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email