Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABOUND WEALTH MANAGEMENT | 08-08-2024 | 12-31-2021 | 107 | 127,310,295 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI INT-UTILS | Liquidated | $0 | 0 | 0.01 | 0.00 | 232,931 | +Inf | 06-30-2022 |
| VANGUARD TAX-MANAGED INTL FD | VAN FTSE DEV MKT | Liquidated | $0 | 0 | 0.01 | 0.01 | 397,888 | +Inf | 06-30-2022 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | Liquidated | $0 | 0 | 0.01 | 0.00 | 224,868 | +Inf | 06-30-2022 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $33,757,970 | 316,501 | 0.01 | 0.01 | 19,645 | 6.62 | 06-30-2024 |
