Up Strategic Wealth Investment Advisors LLC Purchases and Sells in Q3 2025

Up Strategic Wealth Investment Advisors LLC

  • $133 Billion
  • Q3 2025

Top Buys

Incresed Positions

11 operations
Stock Shares change Price Range Shares Held Trade History
34.5K
+ 5.35%
$24.46 - $26.5 $844K - $915K
679K $17.9B
VANGUARD MALVERN FDS
9.31K
+ 11.51%
N/A
90.2K $7.1B
714
+ 32.4%
$237.77 - $353.61 $170K - $252K
2.92K $1.05B
5
+ 0.12%
$264.74 - $369.57 $1.32K - $1.85K
4.12K $1.45B
514
+ 0.68%
$30.13 - $33.37 $15.5K - $17.2K
76.3K $2.56B
557
+ 31.2%
$145.57 - $161.83 $81.1K - $90.1K
2.34K $356M
View all

New Holdings

5 operations
Stock Shares change Price Range Shares Held Trade History
7.28K
New
$74.68 - $80.26 $543K - $584K
7.28K $586M
3.24K
New
$77.6 - $87.37 $252K - $283K
3.24K $273M
1.31K
New
$139.09 - $161.16 $183K - $212K
1.31K $214M
1.63K
New
$97.39 - $125.4 $159K - $205K
1.63K $205M
2.5K
New
$58.75 - $76.5 $147K - $192K
2.5K $202M

Top Sells

Reduced Positions

44 operations
Stock Shares change Price Range Shares Held Trade History
DIMENSIONAL ETF TRUST
-24.4K
- 35.59%
N/A
44.2K $3.2B
-222
- 10.55%
$695.21 - $791.73 $154K - $176K
1.88K $1.35B
-100
- 18.52%
$1147.87 - $1297.18 $115K - $130K
440 $529M
-235
- 9.98%
$550.18 - $598.96 $129K - $141K
2.12K $1.19B
-233
- 9.07%
N/A
2.34K $409M
-58
- 4.19%
$915.95 - $994.57 $53.1K - $57.7K
1.33K $1.27B
View all
Activity Summary
Buys All Purchases 16 New Holdings 5 Increased Positions 11 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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