Up Strategic Wealth Investment Advisors LLC VANGUARD MALVERN FDS Transaction History

Up Strategic Wealth Investment Advisors LLC

  • $100 Billion
  • Q4 2024
Number of Shares
51,823
Previous 52,476 1.24%
Holding current value
$3.93 Billion
Previous $4.16 Billion 5.46%
% of portfolio
3.93%
Previous 4.65%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
N/A
-653 Reduced 1.24%
51,823 $3.93 Billion
Q3 2024

Nov 14, 2024
BUY
N/A
52,476 New
52,476 $4.16 Billion
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