Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
ABOUND WEALTH MANAGEMENT | 08-08-2024 | 12-31-2021 | 107 | 127,310,295 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
WESCO INTL INC | COM | 751 | $2,748 | 16 | 0.00 | 16 | +Inf | 03-31-2024 | |
VANGUARD MALVERN FDS | STRM INFPROIDX | Liquidated | $0 | 0 | 0.00 | 0.00 | -1 | -100.00 | 03-31-2022 |
API GROUP CORP | COM STK | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2022 |
ILLUMINA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4 | -13.33 | 03-31-2022 |