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 |
|---|---|---|---|---|---|---|---|---|---|
| DUTCH BROS INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 950 | +Inf | 03-31-2022 |
| REGENERON PHARMACEUTICALS | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 5.71 | 03-31-2022 |
| NORFOLK SOUTHN CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 100 | 121.95 | 03-31-2022 |
| UNION PAC CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -110 | -39.01 | 03-31-2022 |
