Up Strategic Wealth Investment Advisors LLC Purchases in Q3 2024

Up Strategic Wealth Investment Advisors LLC

  • $89.3 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
TGT
Target Corp

Consumer Defensive
101
+ 6.04%
$133.47 - $159.25 $13.5K - $16.1K
1.77K $276M
WM
Waste Management Inc

Industrials
99
+ 8.77%
$196.96 - $223.45 $19.5K - $22.1K
1.23K $255M
QAI
Iq Hedge Multi Strategy Compos

ETFs
12
+ 0.11%
$30.5 - $32.13 $366 - $386
10.7K $344M
SCHW
Schwab Charles Corp

Financial Services
406
+ 12.69%
$61.74 - $76.08 $25.1K - $30.9K
3.61K $234M
GOOG
Alphabet Inc.

Communication Services
258
+ 8.3%
$149.54 - $192.66 $38.6K - $49.7K
3.37K $563M
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
Track This Portfolio

Track Up Strategic Wealth Investment Advisors LLC Portfolio

Follow Up Strategic Wealth Investment Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Up Strategic Wealth Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Up Strategic Wealth Investment Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email