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 |
|---|---|---|---|---|---|---|---|---|---|
| AZENTA INC | COM | 501 | $7,174 | 119 | 0.00 | 119 | +Inf | 03-31-2024 | |
| OCCIDENTAL PETE CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -9 | -7.38 | 03-31-2022 |
| KEYSIGHT TECHNOLOGIES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
| DELTA AIR LINES INC DEL | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -8 | -5.06 | 03-31-2022 |
