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Abound Wealth Management’s Roundhill Generative AI & Technology ETF CHAT Stock Holding History

Abound Wealth Management’s Portfolio CHAT Stock Details CHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1
Closed -$26 – 1305
2024
Q2 		$26 Buy
+1
New +$35 ﹤0.01% 1163

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Abound Wealth Management's CHAT Position: Q3 2024 in Review

Abound Wealth Management sold out of Roundhill Generative AI & Technology ETF (CHAT) in Q3 2024, closing a stake of 1 share — an estimated $26 sold.

Abound Wealth Management first reported a position in CHAT in Q2 2024 and held it in 1 quarter. The position peaked at $26 in Q2 2024. 44 funds tracked by Wall St. Rank hold CHAT as of Q3 2024.

  • Abound Wealth Management reported no remaining Roundhill Generative AI & Technology ETF position as of Q3 2024 after selling out during the quarter.
  • Abound Wealth Management sold 1 Roundhill Generative AI & Technology ETF share in Q3 2024, an estimated $26.
  • Abound Wealth Management first reported a position in Roundhill Generative AI & Technology ETF in Q2 2024 and held it in 1 quarter.
  • Abound Wealth Management's Roundhill Generative AI & Technology ETF position peaked at $26 in Q2 2024.
  • 44 funds tracked by Wall St. Rank held Roundhill Generative AI & Technology ETF as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.