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
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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 |
|---|---|---|---|
| 2024-12-31 | $31k | 19k | 1.65 |
| 2024-09-30 | $45k | 19k | 2.42 |
| 2024-06-30 | $35k | 19k | 1.89 |
| 2024-03-31 | $53k | 19k | 2.87 |
| 2023-09-30 | $38k | 19k | 2.07 |
| 2023-06-30 | $22k | 19k | 1.17 |
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