Number of Shares
19
Previous 12 58.33%
Holding current value
$831,000
Previous $582,000 42.78%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 10, 2025

BUY
N/A
7 Added 58.33%
19 $831,000
Q2 2025

Jul 14, 2025

BUY
N/A
12 New
12 $582,000
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.