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 |
|---|---|---|---|---|---|---|---|---|---|
| SJW GROUP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| HELMERICH & PAYNE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| COMPANIA CERVECERIAS UNIDAS | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 06-30-2023 | |
| J & J SNACK FOODS CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
