AWM
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Abound Wealth Management’s Marcus & Millichap MMI Stock Holding History

Abound Wealth Management’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$123 Hold
4
– – ﹤0.01% 1201
2025
Q1 		$138 Sell
4
-1
-20% -$35 ﹤0.01% 1135
2024
Q4 		$192 Hold
5
– – ﹤0.01% 1089
2024
Q3 		$199 Buy
+5
New +$199 ﹤0.01% 1167