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Wealthsource Partners, LLC

SEC CIK
0001674623
Latest filing
Jan 16, 2024

UP holding history

Wheels Up Experience Inc. in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UP overviewAll 13F holders of UPFull Q4 2023 holdings

Shares (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2021
Holdings of UP by Wealthsource Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−13,255−100.0%Sold outHolders
Q3 202213,255$15.0K<0.1%+1,450+12.3%AddedHolders
Q2 202211,805$23.0K<0.1%00.0%UnchangedHolders
Q1 202211,805$37.0K<0.1%+300+2.6%AddedHolders
Q4 202111,505$53.0K<0.1%−2,600−18.4%ReducedHolders
Q3 202114,105$93.0K<0.1%+14,105NewHolders