Abound Wealth Management Closed Holding Positions

Abound Wealth Management

  • $427 Billion
  • Q4 2025
Stock Closed Quarter Shares Sold Price Range Trade History
FOUR
Shift4 Payments, Inc.

Technology
Q1 2024 Filed on Aug 08, 2024
15
$65.6 - $85.9 $984 - $1.29K
SCI
Service Corp International

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
17
$65.31 - $75.56 $1.11K - $1.28K
RH
Rh

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
1
$251.83 - $348.26 $252 - $348
POR
Portland General Electric CO

Utilities
Q1 2024 Filed on Aug 08, 2024
11
$39.54 - $44.28 $435 - $487
PII
Polaris Inc.

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
99
$87.97 - $100.12 $8.71K - $9.91K
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2024 Filed on Aug 08, 2024
30
$70.62 - $73.18 $2.12K - $2.2K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
1
$76.15 - $89.01 $76.2 - $89
VOYA
Voya Financial, Inc.

Financial Services
Q1 2024 Filed on Aug 08, 2024
3
$66.82 - $74.08 $200 - $222
MDRX
Allscripts Healthcare Solutions, Inc.

Healthcare
Q1 2024 Filed on Aug 08, 2024
3,241
$5.99 - $10.87 $19.4K - $35.2K
VGSH
Vanguard

ETFs
Q1 2024 Filed on Aug 08, 2024
3,086
$57.88 - $58.54 $179K - $181K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
Q1 2024 Filed on Aug 08, 2024
88
$76.34 - $77.25 $6.72K - $6.8K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
Q1 2024 Filed on Aug 08, 2024
1
$282.55 - $336.33 $283 - $336
USFD
Us Foods Holding Corp.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
1
$44.9 - $54.5 $44.9 - $54.5
TGH
Textainer Group Holdings LTD

Industrials
Q1 2024 Filed on Aug 08, 2024
350
$0.0 - $50.14 $0 - $17.5K
TGLS
Tecnoglass Inc.

Basic Materials
Q1 2024 Filed on Aug 08, 2024
25
$41.9 - $53.6 $1.05K - $1.34K
PNW
Pinnacle West Capital Corp

Utilities
Q1 2024 Filed on Aug 08, 2024
10
$66.39 - $74.73 $664 - $747
KOS
Kosmos Energy Ltd.

Energy
Q1 2024 Filed on Aug 08, 2024
0
$5.4 - $6.87 $0 - $0
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
Q1 2024 Filed on Aug 08, 2024
35
$9.2 - $13.19 $322 - $462
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q1 2024 Filed on Aug 08, 2024
101
$50.05 - $51.32 $5.06K - $5.18K
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
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
LNTH
Lantheus Holdings, Inc.

Healthcare
Q1 2024 Filed on Aug 08, 2024
13
$51.07 - $68.26 $664 - $887
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
10
$47.93 - $55.25 $479 - $553
Perion Network LTD
Q1 2024 Filed on Aug 08, 2024
27
N/A
PEN
Penumbra Inc

Healthcare
Q1 2024 Filed on Aug 08, 2024
3
$220.09 - $273.15 $660 - $819
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
NTCO
Natura &Co Holding S.A.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
37
$6.21 - $7.51 $230 - $278
LYFT
Lyft, Inc.

Technology
Q1 2024 Filed on Aug 08, 2024
0
$12.13 - $20.28 $0 - $0
LTHM
Livent Corp.

Basic Materials
Q1 2024 Filed on Aug 08, 2024
20
$0.0 - $18.05 $0 - $361
METV
Listed Fds Tr Roundhill Ball M

ETFs
Q1 2024 Filed on Aug 08, 2024
65
$10.98 - $12.65 $714 - $822
EWC
Ishares Msci Canada ETF

ETFs
Q1 2024 Filed on Aug 08, 2024
45
$35.29 - $38.28 $1.59K - $1.72K
ALGM
Allegro Microsystems, Inc.

Technology
Q1 2024 Filed on Aug 08, 2024
26
$25.56 - $32.48 $665 - $844
RTO
Rentokil Initial PLC

Industrials
Q1 2024 Filed on Aug 08, 2024
13
$25.06 - $32.63 $326 - $424
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
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
CHW
Calamos Global Dynamic Income Fund

Financial Services
Q3 2023 Filed on Aug 08, 2024
545
$5.54 - $6.23 $3.02K - $3.4K
AJRD
Aerojet Rocketdyne Holdings, Inc.

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