Up Strategic Wealth Investment Advisors LLC Purchases and Sells in Q3 2024

Up Strategic Wealth Investment Advisors LLC

  • $89.3 Billion
  • Q3 2024

Top Buys

Incresed Positions

33 operations
Stock Shares change Price Range Shares Held Trade History
84.1K
+ 53.71%
$47.6 - $53.31 $4M - $4.48M
241K $12.7B
DIMENSIONAL ETF TRUST
45.1K
+ 127.34%
N/A
80.6K $5.28B
5.65K
+ 41.16%
$207.23 - $234.82 $1.17M - $1.33M
19.4K $4.51B
5.39K
+ 4.16%
$61.11 - $67.85 $329K - $366K
135K $9.15B
1.66K
+ 37.54%
$395.15 - $467.56 $656K - $776K
6.08K $2.62B
5.38K
+ 19.37%
$98.91 - $134.91 $532K - $726K
33.2K $4.03B
View all

New Holdings

22 operations
Stock Shares change Price Range Shares Held Trade History
VANGUARD MALVERN FDS
52.5K
New
N/A
52.5K $4.16B
2.05K
New
$475.2 - $527.7 $976K - $1.08M
2.05K $1.08B
2.54K
New
$191.76 - $263.26 $487K - $668K
2.54K $664M
958
New
$453.41 - $572.44 $434K - $548K
958 $548M
4.6K
New
$66.59 - $83.99 $307K - $387K
4.6K $386M
1.45K
New
N/A
1.45K $327M
View all

Top Sells

Reduced Positions

1 operations
Stock Shares change Price Range Shares Held Trade History
-72.4K
- 92.25%
$41.34 - $43.55 $2.99M - $3.16M
6.09K $263M
Activity Summary
Buys All Purchases 55 New Holdings 22 Increased Positions 33 Sells All Sells 1 Reductions 1 Sold out 0 Options Calls 0 Puts 0
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