Allworth Financial’s Wheels Up UP Stock Holding History

Allworth Financial’s Portfolio UP Stock Details UP Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$299	Buy
2025 Q1	–	Sell
2024 Q4	$243	Sell
2024 Q3	$632	Buy
2024 Q2	$360	Buy
2022 Q1	–	Sell
2021 Q4	$5K	Hold
2021 Q3	$7K	Hold
2021 Q2	$10K	Buy