Abound Wealth Management Closed Holding Positions

Abound Wealth Management

  • $399 Billion
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
LSXMA
Liberty Media Corp

Communication Services
Q3 2023 Filed on Aug 08, 2024
18
$22.1 - $34.79 $398 - $626
MANH
Manhattan Associates Inc

Technology
Q3 2023 Filed on Aug 08, 2024
10
$185.02 - $207.85 $1.85K - $2.08K
BAR
Granite Shares Gold Trust

ETFs
Q3 2023 Filed on Aug 08, 2024
356
$18.28 - $19.58 $6.51K - $6.97K
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
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
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
WTFC
Wintrust Financial Corp

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

ETFs
Q3 2023 Filed on Aug 08, 2024
24
$69.75 - $86.3 $1.67K - $2.07K
TTC
Toro CO

Industrials
Q3 2023 Filed on Aug 08, 2024
5
$79.85 - $104.91 $399 - $525
NUVA
Nuvasive Inc

Healthcare
Q3 2023 Filed on Aug 08, 2024
7
$0.0 - $43.61 $0 - $305
Orbital Infrastructure Grp I
Q3 2023 Filed on Aug 08, 2024
540
N/A
PFBC
Preferred Bank

Financial Services
Q3 2023 Filed on Aug 08, 2024
9
$55.24 - $66.97 $497 - $603
PSTG
Pure Storage, Inc.

Technology
Q3 2023 Filed on Aug 08, 2024
35
$33.49 - $40.17 $1.17K - $1.41K
RL
Ralph Lauren Corp

Consumer Cyclical
Q3 2023 Filed on Aug 08, 2024
8
$111.85 - $132.21 $895 - $1.06K
SENEA
Seneca Foods Corp

Consumer Defensive
Q3 2023 Filed on Aug 08, 2024
6
$33.29 - $54.61 $200 - $328
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
Q3 2023 Filed on Aug 08, 2024
37
$99.03 - $99.47 $3.66K - $3.68K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q3 2023 Filed on Aug 08, 2024
623
$24.28 - $25.47 $15.1K - $15.9K
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q3 2023 Filed on Aug 08, 2024
340
$28.66 - $28.88 $9.74K - $9.82K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2023 Filed on Aug 08, 2024
178
$29.26 - $29.5 $5.21K - $5.25K
FCEL
Fuelcell Energy Inc

Industrials
Q4 2022 Filed on Aug 07, 2024
398
$2.55 - $3.87 $1.01K - $1.54K
DRE
Duke Realty Corp

Real Estate
Q4 2022 Filed on Aug 07, 2024
31
$0.0 - $48.2 $0 - $1.49K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q4 2022 Filed on Aug 07, 2024
2
$52.77 - $75.59 $106 - $151
ELP
Energy CO Of Parana

Utilities
Q4 2022 Filed on Aug 07, 2024
184
$5.79 - $8.06 $1.07K - $1.48K
MOMO
Hello Group Inc.

Communication Services
Q4 2022 Filed on Aug 07, 2024
7
$4.32 - $9.1 $30.2 - $63.7
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q4 2022 Filed on Aug 07, 2024
1
$39.01 - $45.62 $39 - $45.6
EEMV
Ishares Msci Emerging Markets

ETFs
Q4 2022 Filed on Aug 07, 2024
370
$49.91 - $54.88 $18.5K - $20.3K
HDV
Ishares Core High Dividend ETF

ETFs
Q4 2022 Filed on Aug 07, 2024
45
$93.56 - $108.19 $4.21K - $4.87K
IWY
Ishares Tr Russell 200 Growth

ETFs
Q4 2022 Filed on Aug 07, 2024
133
$117.55 - $131.34 $15.6K - $17.5K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
Q4 2022 Filed on Aug 07, 2024
57
$27.32 - $39.82 $1.56K - $2.27K
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