Up Strategic Wealth Investment Advisors LLC BLACKROCK INC Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $133 Billion
  • Q3 2025
Number of Shares
259
Previous 260 0.38%
Holding current value
$311 Million
Previous $273 Million 14.17%
% of portfolio
0.23%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 19, 2025
SELL
N/A
-1 Reduced 0.38%
259 $311 Million
Q2 2025

Aug 12, 2025
SELL
N/A
-22 Reduced 7.8%
260 $273 Million
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
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