SHELTON WEALTH MANAGEMENT, LLC's ownership history for UPST

SHELTON WEALTH MANAGEMENT, LLC currently holds 1.0K shares with a market value of $43.7K. It started holding UPST on 2025-09-30. At its peak, it held 1.0K shares on 2025-09-30. Its highest holding value was $50.8K on 2025-09-30. At its lowest, it held 1.0K shares on 2025-09-30, with a value of $43.7K on 2025-12-31.

It has also owned 45 contracts of calls, with the market value of the underlying securities totaling $196.8K on 2025-09-30. At its peak, it held 45 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $196.8K on 2025-12-31. At its lowest, it held 30 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $152.4K on 2025-09-30.