Wealth Enhancement Advisory Services, LLC Upstart Holdings, Inc. Transaction History
Wealth Enhancement Advisory Services, LLC
- $65.4 Billion
- Q4 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 5,830 shares of UPST stock, worth $225,737. This represents 0.0% of its overall portfolio holdings.
Number of Shares
5,830
Previous 7,448
21.72%
Holding current value
$225,737
Previous $378,000
40.48%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding UPST
# of Institutions
512Shares Held
65.4MCall Options Held
14.5MPut Options Held
16.1M-
Vanguard Group Inc Valley Forge, PA8.24MShares$319 Million0.01% of portfolio
-
Black Rock Inc. New York, NY5.66MShares$219 Million0.0% of portfolio
-
Jericho Capital Asset Management L.P. New York, NY4.48MShares$173 Million2.76% of portfolio
-
Slate Path Capital LP New York, NY2.73MShares$106 Million2.59% of portfolio
-
State Street Corp Boston, MA2.05MShares$79.4 Million0.0% of portfolio
About Upstart Holdings, Inc.
- Ticker UPST
- Exchange NASDAQ
- Sector Financial Services
- Industry Credit Services
- Shares Outstandng 81,348,000
- Market Cap $3.15B
- 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.