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 100 ETF | 601 | $4,918 | 55 | 0.00 | 55 | +Inf | 03-31-2024 | |
| SPDR SER TR | FACTST INV ETF | Liquidated | $0 | 0 | 0.00 | 41 | +Inf | 12-31-2022 | |
| VANGUARD WORLD FD | FINANCIALS ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -50 | -50.51 | 03-31-2022 |
| BIOGEN INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2 | -8.70 | 03-31-2022 |
