Wealth Enhancement Advisory Services, LLC Upstart Holdings, Inc. Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 7,230 shares of UPST stock, worth $603,921. This represents 0.0% of its overall portfolio holdings.
Number of Shares
7,230
Previous 12,712
43.12%
Holding current value
$603,921
Previous $585,000
20.17%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding UPST
# of Institutions
477Shares Held
57.9MCall Options Held
10.4MPut Options Held
10.5M-
Vanguard Group Inc Valley Forge, PA8.01MShares$669 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$473 Million0.0% of portfolio
-
State Street Corp Boston, MA2.01MShares$168 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA1.94MShares$162 Million0.01% of portfolio
-
Goldman Sachs Group Inc New York, NY1.83MShares$153 Million0.01% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $6.79B
- Description
- Upstart Holdings, Inc., together with its subsidiaries, operates a cloud-based artificial intelligence (AI) lending platform in the United States. Its platform aggregates consumer demand for loans and connects it to its network of the company's AI-enabled bank partners. The company was founded in 2012 and is headquartered in San Mateo, California.