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 $1,669. This represents 0.0% of its overall portfolio holdings.
Number of Shares
34
Previous 29
17.24%
Holding current value
$1,669
Previous $1,000
100.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding UPST
# of Institutions
479Shares Held
57.1MCall Options Held
14.5MPut Options Held
18.4M-
Vanguard Group Inc Valley Forge, PA7.79MShares$383 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$278 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY3.29MShares$161 Million0.17% of portfolio
-
Morgan Stanley New York, NY2.63MShares$129 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY2.41MShares$118 Million0.02% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $3.99B
- 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.