Abound Wealth Management Closed Holding Positions

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
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
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
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
SPTS
Spdr Portfolio Short Term Trea

ETFs
Q3 2023 Filed on Aug 08, 2024
340
$28.66 - $28.88 $9.74K - $9.82K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
Q3 2023 Filed on Aug 08, 2024
623
$24.28 - $25.47 $15.1K - $15.9K
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
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
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
CTXS
Citrix Systems Inc

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

Healthcare
Q4 2022 Filed on Aug 07, 2024
1
$0.0 - $381.3 $0 - $381
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
ACB
Aurora Cannabis Inc

Healthcare
Q4 2022 Filed on Aug 07, 2024
7
$0.85 - $1.54 $5.95 - $10.8
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
XAR
Spdr S&P Aerospace & Defense E

ETFs
Q4 2022 Filed on Aug 07, 2024
0
$93.31 - $113.09 $0 - $0
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
Q4 2022 Filed on Aug 07, 2024
10
$7.95 - $9.48 $79.5 - $94.8
TWTR
Twitter, Inc.

Communication Services
Q4 2022 Filed on Aug 07, 2024
41
$0.0 - $53.76 $0 - $2.2K
VALWS
Valaris LTD Wt Exp (Bmu)
Q4 2022 Filed on Aug 07, 2024
249
N/A
VAL
Valaris LTD

Energy
Q4 2022 Filed on Aug 07, 2024
1,663
$53.7 - $69.1 $89.3K - $115K
VLDRW
Velodyne Lidar Inc Wt Exp 09/2
Q4 2022 Filed on Aug 07, 2024
2
$0.26 - $0.51 $0.52 - $1.02
VMEO
Vimeo, Inc.

Technology
Q4 2022 Filed on Aug 07, 2024
6
$3.14 - $4.62 $18.8 - $27.7
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
Q4 2022 Filed on Aug 07, 2024
6
$7.58 - $9.27 $45.5 - $55.6
WHLR
Wheeler Real Estate Investment Trust, Inc.

Real Estate
Q4 2022 Filed on Aug 07, 2024
4
$1.37 - $2040.0 $5.48 - $8.16K
WOW
Wide Open West, Inc.

Communication Services
Q4 2022 Filed on Aug 07, 2024
24
$8.67 - $14.35 $208 - $344
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q4 2022 Filed on Aug 07, 2024
1,504
$39.34 - $44.97 $59.2K - $67.6K
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