Abound Wealth Management’s NCR Atleos NATL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$174	Sell	4 -1	-20%	-$44	﹤0.01%	1141
2026 Q1	$218	Hold	5	–	–	﹤0.01%	1212
2025 Q4	$191	Hold	5	–	–	﹤0.01%	1198
2025 Q3	$197	Hold	5	–	–	﹤0.01%	1124
2025 Q2	$143	Hold	5	–	–	﹤0.01%	1154
2025 Q1	$132	Sell	5 -2	-29%	-$59	﹤0.01%	1160
2024 Q4	$238	Hold	7	–	–	﹤0.01%	984
2024 Q3	$200	Sell	7 -7	-50%	-$204	﹤0.01%	1162
2024 Q2	$379	Hold	14	–	–	﹤0.01%	910
2024 Q1	$277	Hold	14	–	–	﹤0.01%	1166
2023 Q4	$341	Buy	+14	New	+$321	﹤0.01%	1104

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

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

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