Up Strategic Wealth Investment Advisors LLC Purchases and Sells in Q1 2025

Up Strategic Wealth Investment Advisors LLC

  • $112 Billion
  • Q1 2025

Top Buys

Incresed Positions

47 operations
Stock Shares change Price Range Shares Held Trade History
87.6K
+ 26.06%
$47.4 - $52.99 $4.15M - $4.64M
424K $21.5B
159K
+ 39.32%
$21.75 - $24.28 $3.46M - $3.87M
564K $12.5B
VANGUARD MALVERN FDS
23.5K
+ 45.25%
N/A
75.3K $5.83B
482
+ 66.85%
$725.72 - $929.72 $350K - $448K
1.2K $994M
2.03K
+ 141.48%
$142.06 - $167.7 $288K - $340K
3.46K $573M
288
+ 26.28%
$442.66 - $534.52 $127K - $154K
1.38K $737M
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
69K
New
$25.81 - $28.52 $1.78M - $1.97M
69K $1.9B
4.48K
New
$105.44 - $118.93 $472K - $532K
4.48K $532M
4.5K
New
$66.96 - $76.16 $301K - $343K
4.5K $319M
3.44K
New
$66.78 - $81.42 $230K - $280K
3.44K $247M
6.67K
New
$33.19 - $38.23 $221K - $255K
6.67K $246M
473
New
$478.26 - $543.77 $226K - $257K
473 $240M
View all

Top Sells

Reduced Positions

9 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL ETF TRUST
-12.4K
- 14.78%
N/A
71.3K $4.57B
-7.85K
- 38.08%
$52.19 - $57.45 $410K - $451K
12.8K $681M
-425
- 15.35%
$347.25 - $424.87 $148K - $181K
2.34K $859M
-189
- 9.44%
$108.49 - $191.89 $20.5K - $36.3K
1.81K $213M
-54
- 6.32%
$497.6 - $606.74 $26.9K - $32.8K
801 $399M
-145
- 4.02%
$158.56 - $176.26 $23K - $25.6K
3.47K $590M
View all
Activity Summary
Buys All Purchases 57 New Holdings 10 Increased Positions 47 Sells All Sells 9 Reductions 9 Sold out 0 Options Calls 0 Puts 0
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