Up Strategic Wealth Investment Advisors LLC Purchases and Sells in Q1 2024

Up Strategic Wealth Investment Advisors LLC

  • $61.1 Billion
  • Q1 2024

Top Buys

Incresed Positions

12 operations
Stock Shares change Price Range Shares Held Trade History
9.14K
+ 8.61%
$55.41 - $62.08 $506K - $567K
115K $7.16B
DIMENSIONAL ETF TRUST
8.85K
+ 40.34%
N/A
30.8K $1.93B
425
+ 2.02%
$257.46 - $288.1 $109K - $122K
21.5K $6.2B
1.88K
+ 1.35%
$46.21 - $50.27 $86.6K - $94.3K
141K $7.07B
52
+ 7.77%
$592.2 - $792.28 $30.8K - $41.2K
721 $561M
290
+ 25.57%
$396.28 - $446.38 $115K - $129K
1.42K $632M
View all

New Holdings

3 operations
Stock Shares change Price Range Shares Held Trade History
721
New
$467.28 - $523.17 $337K - $377K
721 $377M
3.92K
New
$38.07 - $71.2 $149K - $279K
3.92K $273M
1.55K
New
$113.24 - $131.95 $176K - $205K
1.55K $205M

Top Sells

Reduced Positions

17 operations
Stock Shares change Price Range Shares Held Trade History
-125
- 0.95%
$169.0 - $195.18 $21.1K - $24.4K
13K $2.23B
-4.78K
- 22.0%
$42.52 - $46.19 $203K - $221K
17K $784M
-3.24K
- 24.73%
$29.82 - $30.89 $96.7K - $100K
9.88K $305M
-600
- 11.66%
$81.49 - $82.34 $48.9K - $49.4K
4.55K $372M
-182
- 4.99%
$93.69 - $101.5 $17.1K - $18.5K
3.46K $352M
-161
- 3.49%
$59.15 - $63.58 $9.52K - $10.2K
4.45K $282M
View all
Activity Summary
Buys All Purchases 15 New Holdings 3 Increased Positions 12 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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