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 |
|---|---|---|---|---|---|---|---|---|---|
| CALAMOS GBL DYN INCOME FUND | COM | 701 | $3,284 | 545 | 0.00 | 545 | +Inf | 06-30-2023 | |
| VIZIO HLDG CORP | CL A COM | 702 | $3,282 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 703 | $3,280 | 61 | 0.00 | 61 | +Inf | 03-31-2024 | |
| ISHARES TR | MSCI USA MIN VOL | Liquidated | $0 | 0 | 0.00 | 0.00 | 42 | +Inf | 06-30-2024 |
