Abound Wealth Management Closed Holding Positions

Abound Wealth Management

  • $312 Billion
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
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
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q1 2024 Filed on Aug 08, 2024
11
$52.23 - $56.43 $575 - $621
AZPN
Aspen Technology, Inc.

Technology
Q1 2024 Filed on Aug 08, 2024
1
$175.36 - $216.89 $175 - $217
AIZ
Assurant, Inc.

Financial Services
Q1 2024 Filed on Aug 08, 2024
75
$163.3 - $188.24 $12.2K - $14.1K
BRFH
Barfresh Food Group Inc.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
76
$1.04 - $1.56 $79 - $119
WPC
W. P. Carey Inc.

Real Estate
Q3 2023 Filed on Aug 08, 2024
4
$54.08 - $73.02 $216 - $292
WWE
World Wrestling Entertainmentinc

Communication Services
Q3 2023 Filed on Aug 08, 2024
5
$0.0 - $115.93 $0 - $580
PSTG
Pure Storage, Inc.

Technology
Q3 2023 Filed on Aug 08, 2024
35
$33.49 - $40.17 $1.17K - $1.41K
PFBC
Preferred Bank

Financial Services
Q3 2023 Filed on Aug 08, 2024
9
$55.24 - $66.97 $497 - $603
RL
Ralph Lauren Corp

Consumer Cyclical
Q3 2023 Filed on Aug 08, 2024
8
$111.85 - $132.21 $895 - $1.06K
RPRX
Royalty Pharma PLC

Healthcare
Q3 2023 Filed on Aug 08, 2024
20
$26.26 - $31.38 $525 - $628
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
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
TTC
Toro CO

Industrials
Q3 2023 Filed on Aug 08, 2024
5
$79.85 - $104.91 $399 - $525
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q3 2023 Filed on Aug 08, 2024
178
$29.26 - $29.5 $5.21K - $5.25K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
Q4 2022 Filed on Aug 07, 2024
2
$52.77 - $75.59 $106 - $151
DRE
Duke Realty Corp

Real Estate
Q4 2022 Filed on Aug 07, 2024
31
$0.0 - $48.2 $0 - $1.49K
ENB
Enbridge Inc

Energy
Q4 2022 Filed on Aug 07, 2024
2
$35.76 - $41.82 $71.5 - $83.6
EPD
Enterprise Products Partners L.P.

Energy
Q4 2022 Filed on Aug 07, 2024
329
$23.37 - $25.5 $7.69K - $8.39K
FCEL
Fuelcell Energy Inc

Industrials
Q4 2022 Filed on Aug 07, 2024
398
$2.55 - $3.87 $1.01K - $1.54K
GME
Game Stop Corp.

Consumer Cyclical
Q4 2022 Filed on Aug 07, 2024
4
$17.92 - $28.39 $71.7 - $114
HL
Hecla Mining CO

Basic Materials
Q4 2022 Filed on Aug 07, 2024
1
$4.17 - $5.72 $4.17 - $5.72
MOMO
Hello Group Inc.

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

ETFs
Q4 2022 Filed on Aug 07, 2024
388
$20.7 - $23.33 $8.03K - $9.05K
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
ELP
Energy CO Of Parana

Utilities
Q4 2022 Filed on Aug 07, 2024
184
$5.79 - $8.06 $1.07K - $1.48K
Coherent Corp
Q4 2022 Filed on Aug 07, 2024
9
N/A
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q4 2022 Filed on Aug 07, 2024
44
$3.85 - $8.18 $169 - $360
ARCC
Ares Capital Corp

Financial Services
Q4 2022 Filed on Aug 07, 2024
2
$17.3 - $19.76 $34.6 - $39.5
PRNT
Ark ETF Tr 3 D Printing ETF

ETFs
Q4 2022 Filed on Aug 07, 2024
102
$19.2 - $22.78 $1.96K - $2.32K
TEAM
Atlassian Corp PLC

Technology
Q4 2022 Filed on Aug 07, 2024
363
$115.91 - $242.46 $42.1K - $88K
ATOS
Atossa Therapeutics, Inc.

Healthcare
Q4 2022 Filed on Aug 07, 2024
6
$0.5 - $1.01 $3 - $6.06
ACB
Aurora Cannabis Inc

Healthcare
Q4 2022 Filed on Aug 07, 2024
7
$0.85 - $1.54 $5.95 - $10.8
BLDP
Ballard Power Systems Inc.

Industrials
Q4 2022 Filed on Aug 07, 2024
470
$4.47 - $6.89 $2.1K - $3.24K
BKSY
Black Sky Technology Inc.

Technology
Q4 2022 Filed on Aug 07, 2024
430
$1.35 - $2.16 $581 - $929
BE
Bloom Energy Corp

Industrials
Q4 2022 Filed on Aug 07, 2024
150
$16.25 - $23.26 $2.44K - $3.49K
BAH
Booz Allen Hamilton Holding Corp

Industrials
Q4 2022 Filed on Aug 07, 2024
486
$94.35 - $111.28 $45.9K - $54.1K
CHPT
Charge Point Holdings, Inc.

Consumer Cyclical
Q4 2022 Filed on Aug 07, 2024
200
$8.25 - $16.31 $1.65K - $3.26K
CTXS
Citrix Systems Inc

Technology
Q4 2022 Filed on Aug 07, 2024
13
$0.0 - $0.0 $0 - $0
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
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
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