Abound Wealth Management’s Easterly Government Properties DEA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$175	Hold	7	–	–	﹤0.01%	1138
2026 Q1	$151	Hold	7	–	–	﹤0.01%	1316
2025 Q4	$149	Hold	7	–	–	﹤0.01%	1291
2025 Q3	$161	Hold	7	–	–	﹤0.01%	1194
2025 Q2	$156	Sell	7 -1	-13%	-$22	﹤0.01%	1129
2025 Q1	$202	Hold	8	–	–	﹤0.01%	981
2024 Q4	$216	Hold	8	–	–	﹤0.01%	1026
2024 Q3	$259	Sell	8 -4	-33%	-$134	﹤0.01%	1023
2024 Q2	$384	Hold	12	–	–	﹤0.01%	906
2024 Q1	$357	Hold	12	–	–	﹤0.01%	1052
2023 Q4	$417	Hold	12	–	–	﹤0.01%	1004
2023 Q3	$355	Hold	12	–	–	﹤0.01%	939
2023 Q2	$450	Buy	+12	New	+$422	﹤0.01%	880

Other funds holding DEA

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

Wealth Enhancement Advisory Services

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

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

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

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

Roxbury Financial Mount Arlington, New Jersey $126M AUM 23.88% 1-Year Est. Return

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return