Abundance Wealth Counselors Closed Holding Positions

Abundance Wealth Counselors

  • $459 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VTRS
Viatris Inc

Healthcare
Q2 2021 Filed on Jul 21, 2021
84
$12.97 - $16.15 $1.09K - $1.36K
NTLA
Intellia Therapeutics, Inc.

Healthcare
Q2 2021 Filed on Jul 21, 2021
17
$60.88 - $161.91 $1.03K - $2.75K
Social Capital Hedosopha Hld
Q2 2021 Filed on Jul 21, 2021
44
N/A
Resonant Inc
Q2 2021 Filed on Jul 21, 2021
157
N/A
Exone CO
Q2 2021 Filed on Jul 21, 2021
106
N/A
NEO
Neogenomics Inc

Healthcare
Q2 2021 Filed on Jul 21, 2021
18
$36.62 - $51.69 $659 - $930
ASXC
Asensus Surgical, Inc.

Healthcare
Q2 2021 Filed on Jul 21, 2021
281
$1.52 - $3.62 $427 - $1.02K
Draftkings Inc
Q2 2021 Filed on Jul 21, 2021
10
N/A
GILT
Gilat Satellite Networks LTD

Technology
Q2 2021 Filed on Jul 21, 2021
213
$8.57 - $11.06 $1.83K - $2.36K
CMPS
Compass Pathways PLC

Healthcare
Q2 2021 Filed on Jul 21, 2021
57
$32.29 - $39.68 $1.84K - $2.26K
TRVN
Trevena Inc

Healthcare
Q2 2021 Filed on Jul 21, 2021
2,312
$1.46 - $2.25 $3.38K - $5.2K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
10
$58.47 - $69.4 $585 - $694
NKE
Nike, Inc.

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
24
$127.11 - $155.95 $3.05K - $3.74K
YUM
Yum Brands Inc

Consumer Cyclical
Q2 2021 Filed on Jul 21, 2021
10
$109.8 - $121.92 $1.1K - $1.22K
Bp Midstream Partners LP
Q2 2021 Filed on Jul 21, 2021
417
N/A
UAL
United Airlines Holdings, Inc.

Industrials
Q2 2021 Filed on Jul 21, 2021
114
$50.3 - $60.29 $5.73K - $6.87K
VOD
Vodafone Group Public LTD CO

Communication Services
Q2 2021 Filed on Jul 21, 2021
500
$17.03 - $20.24 $8.52K - $10.1K
LUMN
Lumen Technologies, Inc.

Communication Services
Q2 2021 Filed on Jul 21, 2021
123
$12.64 - $15.28 $1.55K - $1.88K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q2 2021 Filed on Jul 21, 2021
55
$76.86 - $81.95 $4.23K - $4.51K
ALK
Alaska Air Group, Inc.

Industrials
Q2 2021 Filed on Jul 21, 2021
152
$60.13 - $73.74 $9.14K - $11.2K
NGG
National Grid PLC

Utilities
Q2 2021 Filed on Jul 21, 2021
62
$59.64 - $68.16 $3.7K - $4.23K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
Q2 2021 Filed on Jul 21, 2021
591
$15.24 - $15.79 $9.01K - $9.33K
MHI
Pioneer Municipal High Income Fund, Inc.

Financial Services
Q2 2021 Filed on Jul 21, 2021
612
$12.45 - $12.98 $7.62K - $7.94K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q1 2021 Filed on May 05, 2021
10,000
$1.98 - $19.9 $19.8K - $199K
AMP
Ameriprise Financial Inc

Financial Services
Q1 2021 Filed on May 05, 2021
1,130
$187.01 - $232.8 $211K - $263K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
Q4 2020 Filed on Jan 27, 2021
45,023
$19.83 - $28.37 $893K - $1.28M
Unilever N V
Q4 2020 Filed on Jan 27, 2021
11,047
N/A
TRV
Travelers Companies, Inc.

Financial Services
Q4 2020 Filed on Jan 27, 2021
2,725
$107.81 - $140.37 $294K - $383K
AME
Ametek Inc

Industrials
Q4 2020 Filed on Jan 27, 2021
5,510
$98.19 - $121.25 $541K - $668K
HST
Host Hotels & Resorts, Inc.

Real Estate
Q3 2020 Filed on Nov 04, 2020
10,861
$10.19 - $12.06 $111K - $131K
EMB
Ishares Tr

ETFs
Q3 2020 Filed on Nov 04, 2020
92,604
$109.14 - $114.48 $10.1M - $10.6M
MNA
Iq Merger Arbitrage ETF

ETFs
Q2 2020 Filed on Jul 21, 2020
509,599
$29.89 - $31.99 $15.2M - $16.3M
Bb&T Corp
Q3 2019 Filed on Oct 31, 2019
5,294
N/A
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
Q2 2019 Filed on Aug 14, 2019
6,076
N/A
QAI
Iq Hedge Multi Strategy Compos

ETFs
Q2 2019 Filed on Aug 14, 2019
9,303
N/A
Attis Inds Inc
Q1 2019 Filed on May 10, 2019
20,000
N/A
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