Ever Source Wealth Advisors, LLC Upstart Holdings, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2 shares of UPST stock, worth $45. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2
Previous 20
90.0%
Holding current value
$45
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding UPST
# of Institutions
328Shares Held
37.9MCall Options Held
8.46MPut Options Held
9.77M-
Vanguard Group Inc Valley Forge, PA7.13MShares$164 Million0.0% of portfolio
-
Black Rock Inc. New York, NY5.34MShares$123 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.26MShares$51.8 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.03MShares$46.6 Million0.05% of portfolio
-
State Street Corp Boston, MA1.87MShares$42.9 Million0.0% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $1.87B
- Description
- Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.