Upper Left Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History
Upper Left Wealth Management, LLC
- $115 Million
- Q3 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 35,145 shares of BIL stock, worth $3.22 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
35,145
Previous 46,286
24.07%
Holding current value
$3.22 Million
Previous $4.25 Million
24.06%
% of portfolio
2.8%
Previous 3.9%
Shares
3 transactions
Others Institutions Holding BIL
# of Institutions
1,112Shares Held
210MCall Options Held
21.2KPut Options Held
27.3K-
Morgan Stanley New York, NY18.7MShares$1.71 Billion0.13% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$1.48 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$969 Million0.45% of portfolio
-
Mercer Global Advisors Inc Denver, CO8.35MShares$765 Million1.68% of portfolio
-
Ubs Group Ag6.33MShares$580 Million0.13% of portfolio