Upper Left Wealth Management, LLC Vanguard Total International B Transaction History
Upper Left Wealth Management, LLC
- $115 Million
- Q3 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Total International B stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 11,681 shares of BNDX stock, worth $583,582. This represents 0.51% of its overall portfolio holdings.
Number of Shares
11,681
Previous 9,275
25.94%
Holding current value
$583,582
Previous $451,000
30.16%
% of portfolio
0.51%
Previous 0.41%
Shares
10 transactions
Others Institutions Holding BNDX
# of Institutions
919Shares Held
657MCall Options Held
5KPut Options Held
355K-
Jpmorgan Chase & CO New York, NY222MShares$11.1 Billion0.92% of portfolio
-
Bank Of America Corp Charlotte, NC111MShares$5.54 Billion0.47% of portfolio
-
Envestnet Asset Management Inc58.1MShares$2.9 Billion0.97% of portfolio
-
Vanguard Group Inc Valley Forge, PA53MShares$2.65 Billion0.05% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.6MShares$1.08 Billion2.38% of portfolio