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 |
|---|---|---|---|---|---|---|---|---|---|
| SHOPIFY INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,835 | -100.00 | 03-31-2022 |
| ISHARES TR | MSCI EAFE ETF | 52 | $279,519 | 3,568 | 0.00 | 0.00 | -80 | -2.19 | 06-30-2024 |
| ABBVIE INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 179 | 13.59 | 03-31-2022 |
| META PLATFORMS INC | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -21 | -4.05 | 03-31-2022 |
