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Advisors Ser Tr shares owned by Abound Wealth Management

Quarter-by-quarter ownership of Advisors Ser Tr shares owned by Abound Wealth Management from 13F filings

Historical chart of Abound Wealth Management investment in Advisors Ser Tr

Tip: Access up to 7 years of quarterly data

All positions including Advisors Ser Tr held by Abound Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advisors Ser Tr by Abound Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 3.9k 56.27

More positions owned by Abound Wealth Management

Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tesla Motors (TSLA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Abound Wealth Management

Top funds holding Advisors Ser Tr

Scharf Investments
Colony
Intellectus Partners
Cambridge Investment Research Advisors
HighTower Advisors
Jane Street
UBS Group
CI Private Wealth
Raymond James Financial
Ashton Thomas Private Wealth
Mercer Global Advisors
LPL Financial
Summit Financial
Ashton Thomas Securities
We Are One Seven

View all funds holding Advisors Ser Tr