Integrated Wealth Concepts LLC Upstart Holdings, Inc. Transaction History
Integrated Wealth Concepts LLC
- $8.03 Billion
- Q1 2025
A detailed history of Integrated Wealth Concepts LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,628 shares of UPST stock, worth $386,576. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,628
Previous 4,065
13.85%
Holding current value
$386,576
Previous $250,000
14.8%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding UPST
# of Institutions
477Shares Held
57.9MCall Options Held
10.4MPut Options Held
10.5M-
Vanguard Group Inc Valley Forge, PA8.01MShares$669 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$473 Million0.0% of portfolio
-
State Street Corp Boston, MA2.01MShares$168 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA1.94MShares$162 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.83MShares$153 Million0.01% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $6.79B
- 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.