Wellspring Financial Advisors »

Urgently shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of Urgently (ULY) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in Urgently

Tip: Access up to 7 years of quarterly data

All positions including Urgently held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Urgently by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $41k 22k 1.88

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Vanguard Value Etf Value Etf (VTV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Urgently

Mithaq Capital SPC
Rima Management
B. Riley Financial
Vanguard Group
Whitebox Advisors
Cowen And Company
Kepos Capital
Black Maple Capital Management
Fosun International
Millennium Management
Geode Capital Management
FMR
Wellspring Financial Advisors
Jane Street
Bank Hapoalim Bm

View all funds holding Urgently