Farther Finance Advisors’s Wheels Up UP Stock Holding History

Farther Finance Advisors’s Portfolio UP Stock Details UP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$210	Hold
2025 Q2	$122	Sell
2025 Q1	$141	Hold
2024 Q4	$238	Hold
2024 Q3	$348	Buy
2024 Q2	$253	Hold
2024 Q1	$328	Buy