Abound Wealth Management’s Hypatia Women CEO ETF WCEO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-38	Closed	-$1.08K	–	1358
2024 Q2	$1.08K	Buy	+38	New	+$1.08K	﹤0.01%	716

Other funds holding WCEO

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Stephens Consulting Flint, Michigan $309M AUM 14.46% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Heritage Wealth Advisors Richmond, Virginia $2.91B AUM 24.25% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Abound Wealth Management's WCEO Position: Q3 2024 in Review

Abound Wealth Management sold out of Hypatia Women CEO ETF (WCEO) in Q3 2024, closing a stake of 38 shares — an estimated $1.08K sold.

Abound Wealth Management first reported a position in WCEO in Q2 2024 and held it in 1 quarter. The position peaked at $1.08K in Q2 2024. 7 funds tracked by Wall St. Rank hold WCEO as of Q3 2024.

Abound Wealth Management reported no remaining Hypatia Women CEO ETF position as of Q3 2024 after selling out during the quarter.
Abound Wealth Management sold 38 Hypatia Women CEO ETF shares in Q3 2024, an estimated $1.08K.
Abound Wealth Management first reported a position in Hypatia Women CEO ETF in Q2 2024 and held it in 1 quarter.
Abound Wealth Management's Hypatia Women CEO ETF position peaked at $1.08K in Q2 2024.
7 funds tracked by Wall St. Rank held Hypatia Women CEO ETF as of Q3 2024.

Based on Abound Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.