Up Strategic Wealth Investment Advisors LLC BLACKROCK INC Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $128 Billion
  • Q2 2025
Number of Shares
260
Previous 282 7.8%
Holding current value
$273 Million
Previous $267 Million 2.21%
% of portfolio
0.21%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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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