AWM
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Abound Wealth Management’s WSFS Financial WSFS Stock Holding History

Abound Wealth Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$220 Hold
4
– – ﹤0.01% 1008
2025
Q1 		$208 Buy
+4
New +$208 ﹤0.01% 968