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Wealthspire Advisors (New York)’s Urgent.ly ULY Stock Holding History

Wealthspire Advisors (New York)’s Portfolio ULY Stock Details ULY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,583
Closed -$136K – 669
2023
Q4 		$136K Buy
+3,583
New +$136K ﹤0.01% 628