Transparent Wealth Partners LLC
- SEC CIK
- 0001906537
- Latest filing
- Apr 13, 2023
UPS holding history
United Parcel Service Inc in every 13F filed by Transparent Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
UPS overviewAll 13F holders of UPSFull Q1 2023 holdings
- Shares (Q1 2023)
- 1,595
- Value
- $309.4K
- % of portfolio
- 0.2%
- Quarters held
- 5
- Since Q4 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2023 | 1,595 | $309.4K | 0.2% | +14+0.9% | Added | Holders |
| Q4 2022 | 1,581 | $274.8K | 0.2% | +13+0.8% | Added | Holders |
| Q3 2022 | 1,568 | $253.0K | 0.2% | +12+0.8% | Added | Holders |
| Q2 2022 | 1,556 | $284.0K | 0.3% | +1,556 | New | Holders |
| Q1 2022 | 0 | $0 | 0.0% | −1,532−100.0% | Sold out | Holders |
| Q4 2021 | 1,532 | $328.0K | 0.2% | – | No prior filing | Holders |