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 INTL STK ETF | 251 | $33,704 | 588 | 0.00 | 0.00 | 19 | 3.34 | 06-30-2024 |
| HUMANA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 11 | 19.64 | 03-31-2022 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 349 | 2684.62 | 03-31-2022 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
