Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ABOUND WEALTH MANAGEMENT | 08-08-2024 | 12-31-2021 | 107 | 127,310,295 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
EVERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 9 | +Inf | 06-30-2024 |
PC CONNECTION INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
PGT INNOVATIONS INC | COM | Liquidated | $0 | 0 | 0.00 | 11 | +Inf | 06-30-2024 | |
MFA FINL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 2.44 | 03-31-2022 |