AWM
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Abound Wealth Management’s StepStone Group STEP Stock Holding History

Abound Wealth Management’s Portfolio STEP Stock Details STEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$167 Sell
3
-1
-25% -$56 ﹤0.01% 1112
2025
Q1 		$209 Hold
4
– – ﹤0.01% 966
2024
Q4 		$232 Hold
4
– – ﹤0.01% 999
2024
Q3 		$228 Buy
+4
New +$228 ﹤0.01% 1088