Abound Wealth Management Closed Holding Positions

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
EXEL
Exelixis, Inc.

Healthcare
Q1 2024 Filed on Aug 08, 2024
40
$20.17 - $23.93 $807 - $957
KOIN
Capital Link Global Fintech Le
Q1 2024 Filed on Aug 08, 2024
25
N/A
EVRG
Evergy, Inc.

Utilities
Q1 2024 Filed on Aug 08, 2024
9
$48.62 - $54.21 $438 - $488
DSTL
ETF Ser Solution Distillate Us

ETFs
Q1 2024 Filed on Aug 08, 2024
33
$48.63 - $53.91 $1.6K - $1.78K
EPR
Epr Properties

Real Estate
Q1 2024 Filed on Aug 08, 2024
32
$41.08 - $48.75 $1.31K - $1.56K
DAR
Darling Ingredients Inc.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
5
$40.69 - $50.48 $203 - $252
CYTK
Cytokinetics Inc

Healthcare
Q1 2024 Filed on Aug 08, 2024
14
$63.75 - $108.06 $893 - $1.51K
BRFH
Barfresh Food Group Inc.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
76
$1.04 - $1.56 $79 - $119
EWC
Ishares Msci Canada ETF

ETFs
Q1 2024 Filed on Aug 08, 2024
45
$35.29 - $38.28 $1.59K - $1.72K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
Q1 2024 Filed on Aug 08, 2024
35
$9.2 - $13.19 $322 - $462
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2024 Filed on Aug 08, 2024
30
$70.62 - $73.18 $2.12K - $2.2K
NANR
Spdr Index Shs Fds S&P North A

ETFs
Q1 2024 Filed on Aug 08, 2024
635
$46.75 - $54.58 $29.7K - $34.7K
SLRC
Slr Investment Corp.

Financial Services
Q1 2024 Filed on Aug 08, 2024
86
$14.76 - $15.76 $1.27K - $1.36K
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
RMBS
Rambus Inc

Technology
Q1 2024 Filed on Aug 08, 2024
13
$53.62 - $73.99 $697 - $962
POR
Portland General Electric CO

Utilities
Q1 2024 Filed on Aug 08, 2024
11
$39.54 - $44.28 $435 - $487
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
Q1 2024 Filed on Aug 08, 2024
1
$76.15 - $89.01 $76.2 - $89
TGLS
Tecnoglass Inc.

Basic Materials
Q1 2024 Filed on Aug 08, 2024
25
$41.9 - $53.6 $1.05K - $1.34K
TGH
Textainer Group Holdings LTD

Industrials
Q1 2024 Filed on Aug 08, 2024
350
$0.0 - $50.14 $0 - $17.5K
VOYA
Voya Financial, Inc.

Financial Services
Q1 2024 Filed on Aug 08, 2024
3
$66.82 - $74.08 $200 - $222
VRT
Vertiv Holdings CO

Industrials
Q1 2024 Filed on Aug 08, 2024
1
$45.57 - $82.67 $45.6 - $82.7
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
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q1 2024 Filed on Aug 08, 2024
1,024
$39.39 - $42.14 $40.3K - $43.2K
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
Tko Group Holdings Inc
Q1 2024 Filed on Aug 08, 2024
5
N/A
PII
Polaris Inc.

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
99
$87.97 - $100.12 $8.71K - $9.91K
PNW
Pinnacle West Capital Corp

Utilities
Q1 2024 Filed on Aug 08, 2024
10
$66.39 - $74.73 $664 - $747
PGTI
Pgt Innovations, Inc.

Industrials
Q1 2024 Filed on Aug 08, 2024
11
$0.0 - $41.99 $0 - $462
LVS
Las Vegas Sands Corp

Consumer Cyclical
Q1 2024 Filed on Aug 08, 2024
10
$47.93 - $55.25 $479 - $553
LNTH
Lantheus Holdings, Inc.

Healthcare
Q1 2024 Filed on Aug 08, 2024
13
$51.07 - $68.26 $664 - $887
KOS
Kosmos Energy Ltd.

Energy
Q1 2024 Filed on Aug 08, 2024
0
$5.4 - $6.87 $0 - $0
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q1 2024 Filed on Aug 08, 2024
1
$52.08 - $60.31 $52.1 - $60.3
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
Q1 2024 Filed on Aug 08, 2024
30
$49.02 - $54.29 $1.47K - $1.63K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
Q1 2024 Filed on Aug 08, 2024
101
$50.05 - $51.32 $5.06K - $5.18K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
Q1 2024 Filed on Aug 08, 2024
42
$77.86 - $83.58 $3.27K - $3.51K
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
METV
Listed Fds Tr Roundhill Ball M

ETFs
Q1 2024 Filed on Aug 08, 2024
65
$10.98 - $12.65 $714 - $822
LTHM
Livent Corp.

Basic Materials
Q1 2024 Filed on Aug 08, 2024
20
$0.0 - $18.05 $0 - $361
LYFT
Lyft, Inc.

Technology
Q1 2024 Filed on Aug 08, 2024
0
$12.13 - $20.28 $0 - $0
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
PNR
Pentair PLC

Industrials
Q1 2024 Filed on Aug 08, 2024
1
$68.28 - $85.44 $68.3 - $85.4
PAYC
Paycom Software, Inc.

Technology
Q1 2024 Filed on Aug 08, 2024
12
$173.89 - $204.6 $2.09K - $2.46K
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