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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | ESG US STK ETF | 151 | $98,630 | 1,021 | 0.00 | 0.00 | 3 | 0.29 | 06-30-2024 |
| INTUIT | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3 | -3.41 | 03-31-2022 |
| DANAHER CORPORATION | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -109 | -32.73 | 03-31-2022 |
| ATLASSIAN CORPORATION | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -2 | -0.64 | 03-31-2022 |
