Keeler & Nadler Financial Planning & Wealth Management »

Upstart Hldgs shares owned by Keeler & Nadler Financial Planning & Wealth Management

Quarter-by-quarter ownership of Upstart Hldgs (UPST) shares owned by Keeler & Nadler Financial Planning & Wealth Management from 13F filings

Historical chart of Keeler & Nadler Financial Planning & Wealth Management investment in Upstart Hldgs

Tip: Access up to 7 years of quarterly data

All positions including Upstart Hldgs held by Keeler & Nadler Financial Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Upstart Hldgs by Keeler & Nadler Financial Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $280k 7.0k 40.01
2023-12-31 $292k 7.1k 40.86

More positions owned by Keeler & Nadler Financial Planning & Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard World Consum Stp Etf (VDC)

View all positions for Keeler & Nadler Financial Planning & Wealth Management

Top funds holding Upstart Hldgs

Susquehanna International
Vanguard Group
BlackRock
BlackRock
Citadel Advisors
Jane Street
D. E. Shaw & Co
State Street Corporation
Barclays
Goldman Sachs Group
Geode Capital Management
Morgan Stanley
Voloridge Investment Management
Bank of America Corporation
Fred Alger Management

View all funds holding Upstart Hldgs