Abundance Wealth Counselors Purchases and Sells in Q4 2024

Abundance Wealth Counselors

$459 Million
Q4 2024

Top Buys

Incresed Positions

66 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SUB	18.7K + 18.21%	$104.94 - $106.2 $1.96M - $1.99M	122K $12.8M
HDV	13.7K + 294.91%	$110.82 - $121.28 $1.52M - $1.67M	18.4K $2.07M
NVDA	3.47K + 4.33%	$117.0 - $148.88 $406K - $516K	83.6K $11.2M
AAPL	1.68K + 3.04%	$221.69 - $259.02 $372K - $435K	57K $14.3M
AMZN	1.62K + 6.65%	$180.88 - $232.93 $292K - $377K	25.9K $5.69M
AVGO	818 + 6.78%	$159.67 - $250.0 $131K - $205K	12.9K $2.99M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BROOKFIELD RENEWABLE CORP	53.3K New	N/A	53.3K $1.48M
ITOT	7.23K New	$124.26 - $134.12 $899K - $970K	7.23K $930K
SPY	1.49K New	$567.81 - $607.81 $847K - $906K	1.49K $874K
LAM RESEARCH CORP	12K New	N/A	12K $865K
BP	26.4K New	$28.16 - $33.14 $744K - $876K	26.4K $781K
PFE	26.5K New	$24.8 - $30.19 $656K - $799K	26.5K $702K

Top Sells

Reduced Positions

59 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PCT	-2.67M - 49.74%	$8.81 - $14.3 $23.5M - $38.2M	2.7M $27.7M
IQLT	-4.01K - 0.74%	$37.12 - $41.23 $149K - $165K	538K $20M
GBDC	-123K - 68.8%	$14.69 - $15.67 $1.8M - $1.92M	55.7K $844K
NEP	-2.15K - 3.22%	$15.87 - $26.96 $34.1K - $57.9K	64.6K $1.15M
AMGN	-43 - 0.53%	$258.78 - $328.31 $11.1K - $14.1K	8K $2.09M
VZ	-4K - 6.32%	$39.6 - $45.21 $158K - $181K	59.3K $2.37M

Activity Summary All Purchases 77 New Holdings 11 Increased Positions 66 All Sells 59 Reductions 59 Sold out 0 Calls 0 Puts 0

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