WMG Financial Advisors, LLC's ownership history for UPST

WMG Financial Advisors, LLC currently holds 17.5K shares with a market value of $763.6K. It started holding UPST on 2024-09-30. At its peak, it held 44.1K shares on 2024-09-30. Its highest holding value was $1.8M on 2024-09-30. At its lowest, it held 15.9K shares on 2025-09-30, with a value of $763.6K on 2025-12-31. In the recent 180 days, WMG Financial Advisors, LLC has decreased its shares by 1.1K. In the recent year, WMG Financial Advisors, LLC has decreased its shares by 3.8K.