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Up Fintech Hldg shares owned by Wallace Advisory Group

Quarter-by-quarter ownership of Up Fintech Hldg (TIGR) shares owned by Wallace Advisory Group from 13F filings

Historical chart of Wallace Advisory Group investment in Up Fintech Hldg

Tip: Access up to 7 years of quarterly data

All positions including Up Fintech Hldg held by Wallace Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Up Fintech Hldg by Wallace Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $115k 12k 9.65
2025-06-30 $116k 14k 8.59
2025-03-31 $88k 14k 6.46