Abound Wealth Management’s Appian APPN Stock Holding History

Abound Wealth Management’s Portfolio APPN Stock Details APPN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.58K	Hold	200	–	–	﹤0.01%	617
2026 Q1	$4.82K	Hold	200	–	–	﹤0.01%	735
2025 Q4	$7.08K	Hold	200	–	–	﹤0.01%	578
2025 Q3	$6.11K	Hold	200	–	–	﹤0.01%	602
2025 Q2	$5.97K	Hold	200	–	–	﹤0.01%	534
2025 Q1	$5.76K	Hold	200	–	–	﹤0.01%	506
2024 Q4	$6.6K	Hold	200	–	–	﹤0.01%	475
2024 Q3	$6.83K	Hold	200	–	–	﹤0.01%	483
2024 Q2	$6.17K	Hold	200	–	–	﹤0.01%	453
2024 Q1	$7.99K	Hold	200	–	–	﹤0.01%	416
2023 Q4	$7.53K	Hold	200	–	–	﹤0.01%	422
2023 Q3	$9.12K	Hold	200	–	–	﹤0.01%	346
2023 Q2	$9.52K	Hold	200	–	–	﹤0.01%	345
2023 Q1	$8.88K	Hold	200	–	–	﹤0.01%	302
2022 Q4	$6.51K	Hold	200	–	–	﹤0.01%	313
2022 Q3	$8.17K	Buy	+200	New	+$9.7K	﹤0.01%	294

Other funds holding APPN

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return