Up Strategic Wealth Investment Advisors LLC BLACKROCK INC Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $112 Billion
  • Q1 2025
Number of Shares
282
Previous 239 17.99%
Holding current value
$267 Million
Previous $245 Million 8.94%
% of portfolio
0.24%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
N/A
43 Added 17.99%
282 $267 Million
Q4 2024

Feb 14, 2025
BUY
N/A
239 New
239 $245 Million
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