Strategic Family Wealth Counselors, L.L.C. Upstart Holdings, Inc. Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $253 Million
- Q1 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 $184,375. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,992
Previous 7,992
-0.0%
Holding current value
$184,375
Previous $326,000
34.36%
% of portfolio
0.08%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding UPST
# of Institutions
328Shares Held
37.9MCall Options Held
8.46MPut Options Held
9.77M-
Vanguard Group Inc Valley Forge, PA7.13MShares$164 Million0.0% of portfolio
-
Black Rock Inc. New York, NY5.34MShares$123 Million0.0% of portfolio
-
Morgan Stanley New York, NY2.26MShares$52.1 Million0.0% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY2.03MShares$46.8 Million0.05% of portfolio
-
State Street Corp Boston, MA1.87MShares$43.1 Million0.0% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $1.88B
- 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.