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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | GLOBAL FINLS ETF | 401 | $11,609 | 145 | 0.00 | 145 | +Inf | 12-31-2021 | |
| MOTOROLA SOLUTIONS INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 3 | 11.11 | 03-31-2022 |
| CSX CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| SEMPRA | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 10 | 7.25 | 03-31-2022 |
