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Upstart Hldgs shares owned by Global Wealth Strategies & Associates

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Global Wealth Strategies & Associates from 13F filings

Historical chart of Global Wealth Strategies & Associates investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by Global Wealth Strategies & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Upstart Hldgs by Global Wealth Strategies & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6k 40 40.00

More positions owned by Global Wealth Strategies & Associates

Vanguard S&p 500 Etf Etf (VOO)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Total Bond Market Etf Etf (BND)
Invesco Nasdaq 100 Etf Etf (QQQM)
Vanguard Russell 2000 Etf Etf (VTWO)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Vanguard Dividend Appreciation Etf Etf (VIG)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Mortgage-backed Securities Etf Etf (VMBS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Ishares Gold Trust Etf (IAU)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Sherwin Williams Stock (SHW)
Ishares S&p 100 Etf Etf (OEF)

View all positions for Global Wealth Strategies & Associates

Top funds holding Upstart Hldgs

Vanguard Group
Susquehanna International
BlackRock
Citadel Advisors
State Street Corporation
Bank of America Corporation
Goldman Sachs Group
Geode Capital Management
Morgan Stanley
D. E. Shaw & Co
Mirae Asset Global Etfs Holdings
Voloridge Investment Management
Barclays
Sandler Capital Management
Wolverine Trading

View all funds holding Upstart Hldgs