Abundance Wealth Counselors Purchases and Sells in Q3 2024

Abundance Wealth Counselors

$483 Million
Q3 2024

Top Buys

Incresed Positions

41 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XBI	82K + 82.18%	$90.87 - $102.43 $7.45M - $8.4M	182K $18M
ISTB	71.4K + 41.51%	$47.18 - $48.74 $3.37M - $3.48M	243K $11.8M
AAPL	151 + 0.27%	$207.23 - $234.82 $31.3K - $35.5K	55.4K $12.9M
EXC	20.7K + 89.26%	$34.24 - $40.55 $708K - $839K	43.9K $1.78M
PLD	5.34K + 61.67%	$111.95 - $132.43 $598K - $707K	14K $1.77M
TFC	14.7K + 56.62%	$38.22 - $44.94 $563K - $661K	40.7K $1.74M

New Holdings

67 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	201K New	$520.18 - $576.82 $104M - $116M	201K $116M
FDLO	195K New	$56.38 - $61.35 $11M - $12M	195K $12M
SUB	103K New	$104.3 - $106.3 $10.7M - $10.9M	103K $10.9M
MSFT	20.6K New	$395.15 - $467.56 $8.15M - $9.64M	20.6K $8.87M
VTI	24.1K New	$255.18 - $283.2 $6.15M - $6.82M	24.1K $6.82M
IJH	109K New	$57.32 - $62.65 $6.26M - $6.85M	109K $6.81M

Top Sells

Reduced Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOOGL	-1.79K - 5.35%	$148.65 - $191.18 $265K - $341K	31.6K $5.24M
MCK	-52 - 1.26%	$479.06 - $630.38 $24.9K - $32.8K	4.07K $2.01M
GBDC	-8.85K - 4.72%	$14.36 - $16.0 $127K - $142K	178K $2.7M
COST	-275 - 14.78%	$801.83 - $917.05 $221K - $252K	1.59K $1.41M
AMGN	-406 - 4.8%	$309.38 - $337.38 $126K - $137K	8.05K $2.59M
TEAF	-16.3K - 13.13%	$11.52 - $13.05 $187K - $212K	108K $1.4M

Activity Summary All Purchases 108 New Holdings 67 Increased Positions 41 All Sells 24 Reductions 24 Sold out 0 Calls 0 Puts 0

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