Upper Left Wealth Management, LLC Abrdn Etfs Abrdn Bloomberg All Transaction History

Upper Left Wealth Management, LLC

  • $134 Million
  • Q1 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Abrdn Etfs Abrdn Bloomberg All stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 283,820 shares of BCI stock, worth $5.76 Million. This represents 4.52% of its overall portfolio holdings.

Number of Shares
283,820
Previous 272,768 4.05%
Holding current value
$5.76 Million
Previous $5.39 Million 12.21%
% of portfolio
4.52%
Previous 4.82%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 14, 2025
BUY
$19.66 - $21.64 $217,282 - $239,165
11,052 Added 4.05%
283,820 $6.05 Million
Q4 2024

Jan 23, 2025
BUY
$19.27 - $20.9 $241,568 - $262,002
12,536 Added 4.82%
272,768 $5.39 Million
Q3 2024

Nov 13, 2024
BUY
$19.01 - $20.7 $241,902 - $263,407
12,725 Added 5.14%
260,232 $5.32 Million
Q2 2024

Jul 25, 2024
BUY
$19.91 - $21.45 $156,233 - $168,318
7,847 Added 3.27%
247,507 $5.03 Million
Q1 2024

Apr 23, 2024
BUY
$18.87 - $19.79 $1.37 Million - $1.44 Million
72,826 Added 43.65%
239,660 $4.74 Million
Q4 2023

Jan 23, 2024
SELL
$19.36 - $21.52 $785,396 - $873,023
-40,568 Reduced 19.56%
166,834 $3.23 Million
Q3 2023

Oct 25, 2023
BUY
$20.23 - $21.64 $2.29 Million - $2.45 Million
113,090 Added 119.91%
207,402 $4.38 Million
Q2 2023

Jul 25, 2023
BUY
$19.4 - $21.42 $1.83 Million - $2.02 Million
94,312 New
94,312 $1.9 Million

Others Institutions Holding BCI

# of Institutions
156
Shares Held
59.2M
Call Options Held
81.6K
Put Options Held
6.1K
View Full List

About ABRDN ETFS ABRDN BLOOMBERG ALL

BCI Quotes by TradingView
  • Ticker BCI
  • Sector ETFs
  • Industry ETFs
More about BCI
Track This Portfolio

Track Upper Left Wealth Management, LLC Portfolio

Follow Upper Left Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email