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Up Fintech Hldg shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of Up Fintech Hldg (TIGR) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions investment in Up Fintech Hldg

Tip: Access up to 7 years of quarterly data

All positions including Up Fintech Hldg held by Stonehaven Wealth & Tax Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Up Fintech Hldg by Stonehaven Wealth & Tax Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $100k 10k 9.56

More positions owned by Stonehaven Wealth & Tax Solutions

J P Morgan Exchange Traded F Betabuilders I (BBIN)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds State Street Spd (SPEM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Global X Fds S&p 500 Catholic (CATH)

View all positions for Stonehaven Wealth & Tax Solutions

Top funds holding Up Fintech Hldg

Avenir Tech
Susquehanna International
Sparta 24
Capital Research and Management Company - Division 3
Arrowstreet Capital, Limited Partnership
Jupiter Asset Management
BlackRock
Marshall Wace
Nuveen
Bank of America Corporation
Goldman Sachs Group
UBS Group
Citadel Advisors
Man Group
Citigroup

View all funds holding Up Fintech Hldg