Ever Source Wealth Advisors, LLC Upstart Holdings, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 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 34 shares of UPST stock, worth $3,018. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34
Previous 29
17.24%
Holding current value
$3,018
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding UPST
# of Institutions
456Shares Held
52.1MCall Options Held
11.7MPut Options Held
15.9M-
Vanguard Group Inc Valley Forge, PA7.79MShares$692 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$503 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY2.41MShares$214 Million0.02% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.31MShares$205 Million0.09% of portfolio
-
State Street Corp Boston, MA2.27MShares$201 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 $7.22B
- 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.