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

Upper Left Wealth Management, LLC

  • $151 Million
  • Q3 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 301,849 shares of BCI stock, worth $6.77 Million. This represents 4.31% of its overall portfolio holdings.

Number of Shares
301,849
Previous 296,586 1.77%
Holding current value
$6.77 Million
Previous $6.16 Million 5.54%
% of portfolio
4.31%
Previous 4.34%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
$20.34 - $21.61 $107,049 - $113,733
5,263 Added 1.77%
301,849 $6.5 Million
Q2 2025

Jul 07, 2025
BUY
$19.55 - $21.78 $249,575 - $278,043
12,766 Added 4.5%
296,586 $6.16 Million
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
167
Shares Held
74.3M
Call Options Held
9.9K
Put Options Held
0
View Full List

About ABRDN ETFS ABRDN BLOOMBERG ALL

BCI Quotes by TradingView
  • Ticker BCI
  • Sector ETFs
  • Industry ETFs
More about BCI
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