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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

Tip: Access up to 7 years of quarterly data

All positions including Up Fintech Hldg held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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