Cassady Schiller Wealth Management, LLC Upstart Holdings, Inc. Transaction History
Cassady Schiller Wealth Management, LLC
- $236 Million
- Q2 2024
A detailed history of Cassady Schiller Wealth Management, LLC transactions in Upstart Holdings, Inc. stock. As of the latest transaction made, Cassady Schiller Wealth Management, LLC holds 4,193 shares of UPST stock, worth $211,411. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,193
Previous 3,236
29.57%
Holding current value
$211,411
Previous $87,000
12.64%
% of portfolio
0.04%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding UPST
# of Institutions
333Shares Held
39.4MCall Options Held
6.95MPut Options Held
8.92M-
Vanguard Group Inc Valley Forge, PA7.3MShares$368 Million0.0% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$286 Million0.0% of portfolio
-
State Street Corp Boston, MA2.26MShares$114 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA1.79MShares$90.1 Million0.0% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA1.53MShares$77 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 $4.1B
- 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.