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 |
|---|---|---|---|---|---|---|---|---|---|
| UNITED MICROELECTRONICS CORP | SPON ADR NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 2 | 1.08 | 03-31-2022 |
| GENERAC HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TETRA TECH INC NEW | COM | 853 | $3,879 | 21 | 0.00 | 21 | +Inf | 03-31-2024 | |
| ETF SER SOLUTIONS | DISTILLATE US | Liquidated | $0 | 0 | 0.00 | 33 | +Inf | 06-30-2024 |
