Up Fintech Hldg shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Up Fintech Hldg (TIGR) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Up Fintech Hldg
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All positions including Up Fintech Hldg held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Up Fintech Hldg by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $26k | 2.4k | 10.67 |
| 2025-06-30 | $23k | 2.4k | 9.65 |
| 2025-03-31 | $25k | 2.9k | 8.59 |
| 2024-12-31 | $159k | 25k | 6.46 |
| 2024-03-31 | $1.3k | 361 | 3.53 |
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