Abound Wealth Management’s Douglas Emmett DEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$130	Sell	11 -50	-82%	-$562	﹤0.01%	1225
2026 Q1	$575	Buy	61 +50	+455%	+$514	﹤0.01%	1045
2025 Q4	$121	Hold	11	–	–	﹤0.01%	1351
2025 Q3	$172	Hold	11	–	–	﹤0.01%	1167
2025 Q2	$166	Hold	11	–	–	﹤0.01%	1114
2025 Q1	$176	Sell	11 -4	-27%	-$68	﹤0.01%	1037
2024 Q4	$279	Hold	15	–	–	﹤0.01%	918
2024 Q3	$264	Buy	+15	New	+$232	﹤0.01%	1010

Other funds holding DEI

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

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

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

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

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

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