Up Strategic Wealth Investment Advisors LLC VANGUARD MALVERN FDS Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $89.3 Billion
  • Q3 2024
Number of Shares
52,476
Holding current value
$4.16 Billion
% of portfolio
4.65%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
N/A
52,476 New
52,476 $4.16 Billion
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