Strategic Family Wealth Counselors, L.L.C. Upstart Holdings, Inc. Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $293 Million
- Q4 2024
A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 7,992 shares of UPST stock, worth $415,264. This represents 0.17% of its overall portfolio holdings.
Number of Shares
7,992
Previous 7,992
-0.0%
Holding current value
$415,264
Previous $319,000
54.23%
% of portfolio
0.17%
Previous 0.11%
Shares
3 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$405 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$294 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY3.29MShares$171 Million0.17% of portfolio
-
Morgan Stanley New York, NY2.63MShares$137 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY2.41MShares$125 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 $4.23B
- 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.