Abound Wealth Management ADVISORS SER TR Transaction History

Abound Wealth Management

  • $427 Billion
  • Q4 2025
Number of Shares
3,761
Previous 3,911 3.84%
Holding current value
$207 Million
Previous $220 Million 6.01%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
SELL
N/A
-150 Reduced 3.84%
3,761 $207 Million
Q3 2025

Oct 10, 2025
BUY
N/A
3,911 New
3,911 $220 Million
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