Abound Wealth Management Closed Holding Positions

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
Q1 2024 Filed on Aug 08, 2024
7
$45.67 - $49.16 $320 - $344
OKTA
Okta, Inc.

Technology
Q1 2024 Filed on Aug 08, 2024
11
$81.18 - $111.49 $893 - $1.23K
Oaktree Specialty Lending CO
Q1 2024 Filed on Aug 08, 2024
65
N/A
NTCO
Natura &Co Holding S.A.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
37
$6.21 - $7.51 $230 - $278
MKTX
Marketaxess Holdings Inc

Financial Services
Q1 2024 Filed on Aug 08, 2024
3
$207.77 - $286.45 $623 - $859
EEMA
Ishares Msci Emerging Markets

ETFs
Q1 2024 Filed on Aug 08, 2024
14
$61.59 - $68.91 $862 - $965
AIZ
Assurant, Inc.

Financial Services
Q1 2024 Filed on Aug 08, 2024
75
$163.3 - $188.24 $12.2K - $14.1K
SWAV
Shockwave Medical, Inc.

Healthcare
Q1 2024 Filed on Aug 08, 2024
4
$191.17 - $325.63 $765 - $1.3K
BAR
Granite Shares Gold Trust

ETFs
Q3 2023 Filed on Aug 08, 2024
356
$18.28 - $19.58 $6.51K - $6.97K
GPK
Graphic Packaging Holding CO

Consumer Cyclical
Q3 2023 Filed on Aug 08, 2024
48
$21.47 - $24.39 $1.03K - $1.17K
HFWA
Heritage Financial Corp

Financial Services
Q3 2023 Filed on Aug 08, 2024
25
$16.05 - $19.14 $401 - $479
RYT
Invesco S&P 500 Equal Weight T

ETFs
Q3 2023 Filed on Aug 08, 2024
34
$0.0 - $301.97 $0 - $10.3K
MCHI
Ishares Msci China ETF

ETFs
Q3 2023 Filed on Aug 08, 2024
261
$42.69 - $49.8 $11.1K - $13K
EUFN
Ishares Msci Europe Financials

ETFs
Q3 2023 Filed on Aug 08, 2024
123
$18.56 - $20.19 $2.28K - $2.48K
JMBS
Janus Detroit Str Tr Henderson

ETFs
Q3 2023 Filed on Aug 08, 2024
143
$43.27 - $45.88 $6.19K - $6.56K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
Q3 2023 Filed on Aug 08, 2024
287
$49.6 - $50.34 $14.2K - $14.4K
MANH
Manhattan Associates Inc

Technology
Q3 2023 Filed on Aug 08, 2024
10
$185.02 - $207.85 $1.85K - $2.08K
NTGR
Netgear, Inc.

Technology
Q3 2023 Filed on Aug 08, 2024
22
$11.55 - $14.89 $254 - $328
GL
Globe Life Inc.

Financial Services
Q3 2023 Filed on Aug 08, 2024
3
$108.63 - $115.36 $326 - $346
ENTA
Enanta Pharmaceuticals Inc

Healthcare
Q3 2023 Filed on Aug 08, 2024
7
$11.09 - $22.13 $77.6 - $155
EME
Emcor Group, Inc.

Industrials
Q3 2023 Filed on Aug 08, 2024
8
$182.65 - $226.0 $1.46K - $1.81K
AJRD
Aerojet Rocketdyne Holdings, Inc.

Industrials
Q3 2023 Filed on Aug 08, 2024
14
$0.0 - $57.99 $0 - $812
AU
Anglogold Ashanti LTD

Basic Materials
Q3 2023 Filed on Aug 08, 2024
14
$15.8 - $23.06 $221 - $323
Annaly Capital Management In
Q3 2023 Filed on Aug 08, 2024
28
N/A
ARNC
Arconic Corp

Industrials
Q3 2023 Filed on Aug 08, 2024
10
$0.0 - $29.99 $0 - $300
ARRY
Array Technologies, Inc.

Technology
Q3 2023 Filed on Aug 08, 2024
24
$17.75 - $26.32 $426 - $632
ATKR
Atkore Inc.

Industrials
Q3 2023 Filed on Aug 08, 2024
3
$141.0 - $163.43 $423 - $490
AGR
Avangrid, Inc.

Utilities
Q3 2023 Filed on Aug 08, 2024
6
$29.9 - $39.1 $179 - $235
BKI
Black Knight, Inc.

Technology
Q3 2023 Filed on Aug 08, 2024
5
$0.0 - $75.78 $0 - $379
BHF
Brighthouse Financial, Inc.

Financial Services
Q3 2023 Filed on Aug 08, 2024
2
$46.61 - $54.6 $93.2 - $109
CACI
Caci International Inc

Technology
Q3 2023 Filed on Aug 08, 2024
5
$309.31 - $357.92 $1.55K - $1.79K
CHW
Calamos Global Dynamic Income Fund

Financial Services
Q3 2023 Filed on Aug 08, 2024
545
$5.54 - $6.23 $3.02K - $3.4K
NBIX
Neurocrine Biosciences Inc

Healthcare
Q3 2023 Filed on Aug 08, 2024
5
$94.02 - $117.1 $470 - $586
AZPN
Aspen Technology, Inc.

Technology
Q1 2024 Filed on Aug 08, 2024
1
$175.36 - $216.89 $175 - $217
USFR
Wisdomtree Floating Rate Treas

ETFs
Q3 2023 Filed on Aug 08, 2024
588
$50.28 - $50.51 $29.6K - $29.7K
WWE
World Wrestling Entertainmentinc

Communication Services
Q3 2023 Filed on Aug 08, 2024
5
$0.0 - $115.93 $0 - $580
WPC
W. P. Carey Inc.

Real Estate
Q3 2023 Filed on Aug 08, 2024
4
$54.08 - $73.02 $216 - $292
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q3 2023 Filed on Aug 08, 2024
4
$90.36 - $109.64 $361 - $439
AYI
Acuity Brands Inc

Industrials
Q1 2024 Filed on Aug 08, 2024
1
$201.21 - $269.25 $201 - $269
AEHR
Aehr Test Systems

Technology
Q1 2024 Filed on Aug 08, 2024
18
$11.17 - $24.95 $201 - $449
AMG
Affiliated Managers Group, Inc.

Financial Services
Q1 2024 Filed on Aug 08, 2024
0
$146.42 - $167.47 $0 - $0
ALGM
Allegro Microsystems, Inc.

Technology
Q1 2024 Filed on Aug 08, 2024
26
$25.56 - $32.48 $665 - $844
DOX
Amdocs LTD

Technology
Q1 2024 Filed on Aug 08, 2024
1
$87.06 - $93.57 $87.1 - $93.6
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q1 2024 Filed on Aug 08, 2024
15
$26.16 - $36.44 $392 - $547
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
Q1 2024 Filed on Aug 08, 2024
20
$36.38 - $38.97 $728 - $779
WTFC
Wintrust Financial Corp

Financial Services
Q3 2023 Filed on Aug 08, 2024
11
$71.37 - $86.05 $785 - $947
EDV
Vanguard Extended Duration Tre

ETFs
Q3 2023 Filed on Aug 08, 2024
24
$69.75 - $86.3 $1.67K - $2.07K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
Q3 2023 Filed on Aug 08, 2024
126
$74.99 - $75.99 $9.45K - $9.57K
NUVA
Nuvasive Inc

Healthcare
Q3 2023 Filed on Aug 08, 2024
7
$0.0 - $43.61 $0 - $305
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