Up Strategic Wealth Investment Advisors LLC Purchases and Sells in Q4 2024

Up Strategic Wealth Investment Advisors LLC

  • $100 Billion
  • Q4 2024

Top Buys

Incresed Positions

35 operations
Stock Shares change Price Range Shares Held Trade History
95.5K
+ 39.71%
$47.57 - $52.44 $4.54M - $5.01M
336K $16.1B
3.73K
+ 19.27%
$221.69 - $259.02 $828K - $967K
23.1K $5.79B
6.29K
+ 18.98%
$117.0 - $148.88 $736K - $937K
39.4K $5.3B
2.64K
+ 27.1%
$180.88 - $232.93 $478K - $615K
12.4K $2.72B
2K
+ 32.9%
$406.35 - $454.46 $813K - $909K
8.08K $3.41B
2.94K
+ 32.61%
$161.86 - $196.66 $475K - $577K
11.9K $2.26B
View all

New Holdings

11 operations
Stock Shares change Price Range Shares Held Trade History
8.95K
New
$45.17 - $47.23 $404K - $423K
8.95K $406M
ARISTA NETWORKS INC
3.42K
New
N/A
3.42K $378M
4.89K
New
$52.45 - $60.02 $256K - $293K
4.89K $289M
2.37K
New
$111.93 - $119.39 $265K - $283K
2.37K $268M
BLACKROCK INC
239
New
N/A
239 $245M
653
New
$360.37 - $416.88 $235K - $272K
653 $237M
View all

Top Sells

Reduced Positions

18 operations
Stock Shares change Price Range Shares Held Trade History
-10K
- 32.71%
$52.49 - $56.58 $526K - $567K
20.6K $1.12B
-202
- 8.4%
$485.52 - $625.25 $98.1K - $126K
2.2K $1.11B
-197
- 21.46%
$727.2 - $932.06 $143K - $184K
721 $557M
VANGUARD MALVERN FDS
-653
- 1.24%
N/A
51.8K $3.93B
-1.54K
- 30.2%
$60.13 - $67.31 $92.8K - $104K
3.57K $217M
-428
- 19.65%
$280.04 - $302.45 $120K - $129K
1.75K $507M
View all
Activity Summary
Buys All Purchases 46 New Holdings 11 Increased Positions 35 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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