Abound Wealth Management SILA REALTY TRUST INC Transaction History

Abound Wealth Management

  • $300 Billion
  • Q1 2025
Number of Shares
6,559
Previous 6,460 1.53%
Holding current value
$175 Million
Previous $157 Million 11.51%
% of portfolio
0.06%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
N/A
99 Added 1.53%
6,559 $175 Million
Q4 2024

Jan 13, 2025
BUY
N/A
102 Added 1.6%
6,460 $157 Million
Q3 2024

Nov 04, 2024
SELL
N/A
-57 Reduced 0.89%
6,358 $161 Million
Q2 2024

Aug 09, 2024
BUY
N/A
6,415 New
6,415 $136 Million
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email