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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | Liquidated | $0 | 0 | 0.00 | 0.00 | -41 | -14.04 | 03-31-2022 |
| TEXAS INSTRS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 361 | 252.45 | 03-31-2022 |
| PEPSICO INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 170 | 40.19 | 03-31-2022 |
| INVESCO EXCHANGE TRADED FD T | AI AND NEXT GEN | Liquidated | $0 | 0 | 0.00 | 2,015 | +Inf | 03-31-2022 |
