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Wheels Up Experience Inc Com Cl A shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Wheels Up Experience Inc Com Cl A (UP) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Wheels Up Experience Inc Com Cl A

Tip: Access up to 7 years of quarterly data

All positions including Wheels Up Experience Inc Com Cl A held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wheels Up Experience Inc Com Cl A by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $53k 19k 2.87
2023-09-30 $38k 19k 2.07
2023-06-30 $22k 19k 1.17