Abound Wealth Management Closed Holding Positions

Abound Wealth Management

  • $301 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
TIP
Ishares Tr Tips Bd ETF

ETFs
Q1 2022 Filed on Aug 12, 2024
253
$122.95 - $129.16 $31.1K - $32.7K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
Q1 2022 Filed on Aug 12, 2024
352
$33.66 - $41.37 $11.8K - $14.6K
DVY
Ishares Tr

ETFs
Q1 2022 Filed on Aug 12, 2024
323
$119.99 - $129.75 $38.8K - $41.9K
SACH
Sachem Capital Corp.

Real Estate
Q1 2022 Filed on Aug 12, 2024
10,446
$4.67 - $6.36 $48.8K - $66.4K
IXN
Ishares Global Information Tec

ETFs
Q1 2022 Filed on Aug 12, 2024
241
$51.69 - $65.08 $12.5K - $15.7K
IXJ
Ishares Global Healthcare ETF

ETFs
Q1 2022 Filed on Aug 12, 2024
550
$80.95 - $89.4 $44.5K - $49.2K
IXG
Ishares Global Fin'L ETF

ETFs
Q1 2022 Filed on Aug 12, 2024
145
$72.45 - $85.55 $10.5K - $12.4K
IWP
Ishares Russell Mid Cap Growth

ETFs
Q1 2022 Filed on Aug 12, 2024
1
$89.52 - $114.03 $89.5 - $114
IYE
Ishares Tr

ETFs
Q1 2022 Filed on Aug 12, 2024
284
$31.0 - $42.12 $8.8K - $12K
ITB
Ishares Tr

ETFs
Q1 2022 Filed on Aug 12, 2024
40
$59.26 - $81.62 $2.37K - $3.26K
INMD
In Mode Ltd.

Healthcare
Q1 2024 Filed on Aug 08, 2024
28
$20.45 - $26.49 $573 - $742
HTGC
Hercules Capital, Inc.

Financial Services
Q1 2024 Filed on Aug 08, 2024
90
$16.67 - $18.77 $1.5K - $1.69K
HTRB
Hartford Fds Total Return Bd E

ETFs
Q1 2024 Filed on Aug 08, 2024
25
$33.37 - $34.14 $834 - $854
HRMY
Harmony Biosciences Holdings, Inc.

Healthcare
Q1 2024 Filed on Aug 08, 2024
26
$29.93 - $35.06 $778 - $912
Innovator Etfs Tr
Q1 2024 Filed on Aug 08, 2024
24
N/A
GH
Guardant Health, Inc.

Healthcare
Q1 2024 Filed on Aug 08, 2024
1
$17.13 - $26.91 $17.1 - $26.9
XYLD
Global X Fds S&P 500 Covered C

ETFs
Q1 2024 Filed on Aug 08, 2024
34
$39.29 - $40.79 $1.34K - $1.39K
DRIV
Global X Fds Global X Autonomo

ETFs
Q1 2024 Filed on Aug 08, 2024
26
$22.49 - $24.7 $585 - $642
FLBL
Franklin Templeton ETF Tr Libe

ETFs
Q1 2024 Filed on Aug 08, 2024
86
$24.09 - $24.5 $2.07K - $2.11K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
Q1 2024 Filed on Aug 08, 2024
27
$12.16 - $13.9 $328 - $375
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
Q1 2024 Filed on Aug 08, 2024
278
$13.13 - $13.89 $3.65K - $3.86K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
Q1 2024 Filed on Aug 08, 2024
3,835
$18.03 - $19.68 $69.1K - $75.5K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2024 Filed on Aug 08, 2024
42
$77.86 - $83.58 $3.27K - $3.51K
EWU
Ishs Msci Utd Kingdom ETF

ETFs
Q1 2024 Filed on Aug 08, 2024
29
$31.68 - $34.21 $919 - $992
SHYG
Ishares 0 5 Year High Yield CO

ETFs
Q1 2024 Filed on Aug 08, 2024
105
$41.98 - $42.63 $4.41K - $4.48K
EEMA
Ishares Msci Emerging Markets

ETFs
Q1 2024 Filed on Aug 08, 2024
14
$61.59 - $68.91 $862 - $965
EWC
Ishares Msci Canada ETF

ETFs
Q1 2024 Filed on Aug 08, 2024
45
$35.29 - $38.28 $1.59K - $1.72K
EWA
Ishares Msci Australia ETF

ETFs
Q1 2024 Filed on Aug 08, 2024
40
$22.85 - $24.77 $914 - $991
IRBT
Irobot Corp

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
7
$7.82 - $38.54 $54.7 - $270
IVZ
Invesco Ltd.

Financial Services
Q1 2024 Filed on Aug 08, 2024
0
$15.09 - $18.22 $0 - $0
RGI
Invesco S&P 500 Equal Weight I

ETFs
Q1 2024 Filed on Aug 08, 2024
16
$0.0 - $42.63 $0 - $682
OMFL
Invesco Exchange Traded Self I

ETFs
Q1 2024 Filed on Aug 08, 2024
19
$48.96 - $55.23 $930 - $1.05K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
Q1 2024 Filed on Aug 08, 2024
26
$62.43 - $65.87 $1.62K - $1.71K
FLT
Fleetcor Technologies Inc

Technology
Q1 2024 Filed on Aug 08, 2024
18
$265.12 - $308.54 $4.77K - $5.55K
FIVE
Five Below, Inc

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
5
$170.99 - $215.51 $855 - $1.08K
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
Q1 2024 Filed on Aug 08, 2024
42
$33.88 - $35.27 $1.42K - $1.48K
CUBE
Cube Smart

Real Estate
Q1 2024 Filed on Aug 08, 2024
34
$42.72 - $47.76 $1.45K - $1.62K
CTO
Cto Realty Growth, Inc.

Real Estate
Q1 2024 Filed on Aug 08, 2024
81
$16.19 - $17.42 $1.31K - $1.41K
CROX
Crocs, Inc.

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
1
$86.46 - $143.8 $86.5 - $144
CAG
Conagra Brands Inc.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
163
$26.73 - $29.68 $4.36K - $4.84K
FIX
Comfort Systems Usa Inc

Industrials
Q1 2024 Filed on Aug 08, 2024
4
$195.89 - $323.29 $784 - $1.29K
CMS
Cms Energy Corp

Utilities
Q1 2024 Filed on Aug 08, 2024
8
$55.61 - $60.47 $445 - $484
CHS
Chico'S Fas, Inc.

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
32
$0.0 - $7.6 $0 - $243
CNC
Centene Corp

Healthcare
Q1 2024 Filed on Aug 08, 2024
0
$73.55 - $80.41 $0 - $0
CVE
Cenovus Energy Inc.

Energy
Q1 2024 Filed on Aug 08, 2024
0
$14.9 - $19.99 $0 - $0
CELH
Celsius Holdings, Inc.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
0
$49.9 - $96.11 $0 - $0
CPRI
Capri Holdings LTD

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
1
$44.76 - $51.03 $44.8 - $51
CYTK
Cytokinetics Inc

Healthcare
Q1 2024 Filed on Aug 08, 2024
14
$63.75 - $108.06 $893 - $1.51K
DAR
Darling Ingredients Inc.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
5
$40.69 - $50.48 $203 - $252
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