A detailed history of Keeler & Nadler Financial Planning & Wealth Management transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Keeler & Nadler Financial Planning & Wealth Management holds 7,007 shares of UPST stock, worth $518,938. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,007
Holding current value
$518,938
% of portfolio
0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$22.9 - $44.11 $160,460 - $309,078
7,007 New
7,007 $280 Million
Q1 2024

Oct 03, 2024

SELL
$23.25 - $38.8 $166,167 - $277,303
-7,147 Closed
0 $0
Q4 2023

Oct 03, 2024

BUY
$20.87 - $47.31 $149,157 - $338,124
7,147 New
7,147 $292 Million

Others Institutions Holding UPST

About Upstart Holdings, Inc.


  • Ticker UPST
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Credit Services
  • Shares Outstandng 81,348,000
  • Market Cap $6.02B
  • 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.
More about UPST
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