AWM
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Abound Wealth Management’s Clear Secure YOU Stock Holding History

Abound Wealth Management’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$167 Hold
6
– – ﹤0.01% 1113
2025
Q1 		$156 Hold
6
– – ﹤0.01% 1079
2024
Q4 		$160 Hold
6
– – ﹤0.01% 1157
2024
Q3 		$199 Buy
+6
New +$199 ﹤0.01% 1168