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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACK KNIGHT INC | COM | 1401 | $299 | 5 | 0.00 | 5 | +Inf | 06-30-2023 | |
| AFFIRM HLDGS INC | COM CL A | 1402 | $299 | 8 | 0.00 | 8 | +Inf | 03-31-2024 | |
| ANGLOGOLD ASHANTI LIMITED | SPONSORED ADR | 1403 | $296 | 14 | 0.00 | 14 | +Inf | 06-30-2023 | |
| HEARTLAND EXPRESS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
