Up Strategic Wealth Investment Advisors LLC VANGUARD MALVERN FDS Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $112 Billion
  • Q1 2025
Number of Shares
75,274
Previous 51,823 45.25%
Holding current value
$5.83 Billion
Previous $3.93 Billion 48.36%
% of portfolio
5.18%
Previous 3.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
23,451 Added 45.25%
75,274 $5.83 Billion
Q4 2024

Feb 14, 2025
SELL
N/A
-653 Reduced 1.24%
51,823 $3.93 Billion
Q3 2024

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