Financial Synergies Wealth Advisors, Inc. Upstart Holdings, Inc. Transaction History

Financial Synergies Wealth Advisors, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$23.25 - $38.8 $23 - $38	1 Added 50.0%	3 $81,000
Q4 2023 Apr 04, 2024	SELL	$20.87 - $47.31 $20 - $47	-1 Reduced 33.33%	2 $27,000
Q1 2023 Apr 04, 2024	BUY	$12.89 - $23.85 $12 - $23	1 Added 50.0%	3 $48,000
Q2 2022 Apr 04, 2024	BUY	$28.0 - $113.85 $56 - $227	2 New	2 $64,000

334

38.2M

8.46M

9.77M

Ticker UPST
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Shares Outstandng 81,348,000
Market Cap $2.12B
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.

Get notified when there are updates to the investment portfolio of Financial Synergies Wealth Advisors, Inc., based on Form 13F filings with the SEC.

Stay updated on Financial Synergies Wealth Advisors, Inc. with notifications on news.