Upper Left Wealth Management, LLC Spdr Bloomberg Short Term Inte Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
Shares
5 transactions
Others Institutions Holding BWZ
# of Institutions
70Shares Held
10.1MCall Options Held
0Put Options Held
0-
Assetmark, Inc3.01MShares$83.1 Million0.2% of portfolio
-
Congress Wealth Management LLC Boston, MA1.09MShares$30.2 Million0.31% of portfolio
-
Quent Capital, LLC898KShares$24.8 Million2.54% of portfolio
-
David R. Rahn & Associates Inc.825KShares$22.8 Million6.76% of portfolio
-
Financial Management Professionals, Inc.794KShares$21.9 Million2.6% of portfolio