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 |
|---|---|---|---|---|---|---|---|---|---|
| SIMPLY GOOD FOODS CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4 | -40.00 | 03-31-2022 |
| MATERION CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| LIVERAMP HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2 | -22.22 | 03-31-2022 |
| SPDR INDEX SHS FDS | S&P GLBDIV ETF | Liquidated | $0 | 0 | 0.00 | 4 | +Inf | 09-30-2022 |
