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 |
|---|---|---|---|---|---|---|---|---|---|
| D R HORTON INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -12 | -15.79 | 03-31-2022 |
| PUBLIC STORAGE OPER CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 5 | 19.23 | 03-31-2022 |
| FAIR ISAAC CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -3 | -33.33 | 03-31-2022 |
| MONSTER BEVERAGE CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -62 | -25.83 | 03-31-2022 |
