Upper Left Wealth Management, LLC Invesco Currency Shares Euro Trust Transaction History

Upper Left Wealth Management, LLC

$115 Million
Q3 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Invesco Currency Shares Euro Trust stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 21,423 shares of FXE stock, worth $2.06 Million. This represents 1.91% of its overall portfolio holdings.

Number of Shares

21,423

Previous 29,396 27.12%

Holding current value

$2.06 Million

Previous $2.91 Million 24.27%

% of portfolio

1.91%

Previous 2.67%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$99.07 - $103.41 $789,885 - $824,487	-7,973 Reduced 27.12%	21,423 $2.2 Million
Q2 2024 Jul 25, 2024	SELL	$98.1 - $100.56 $52,189 - $53,497	-532 Reduced 1.78%	29,396 $2.91 Million
Q1 2024 Apr 23, 2024	SELL	$98.88 - $101.28 $356,066 - $364,709	-3,601 Reduced 10.74%	29,928 $2.98 Million
Q4 2023 Jan 23, 2024	SELL	$96.62 - $102.65 $269,183 - $285,982	-2,786 Reduced 7.67%	33,529 $3.42 Million
Q3 2023 Oct 25, 2023	SELL	$97.07 - $103.78 $8,833 - $9,443	-91 Reduced 0.25%	36,315 $3.55 Million
Q2 2023 Jul 25, 2023	BUY	$98.66 - $102.01 $10,359 - $10,711	105 Added 0.29%	36,406 $3.67 Million
Q1 2023 Apr 25, 2023	SELL	$97.11 - $101.4 $101,188 - $105,658	-1,042 Reduced 2.79%	36,301 $3.64 Million
Q4 2022 Jan 17, 2023	SELL	$89.5 - $98.8 $99,434 - $109,766	-1,111 Reduced 2.89%	37,343 $0
Q3 2022 Nov 01, 2022	SELL	$88.59 - $96.46 $72,909 - $79,386	-823 Reduced 2.1%	38,454 $3.49 Million
Q2 2022 Jul 08, 2022	BUY	$96.07 - $102.49 $33,816 - $36,076	352 Added 0.9%	39,277 $3.81 Million
Q1 2022 Apr 18, 2022	BUY	$100.85 - $106.43 $3.93 Million - $4.14 Million	38,925 New	38,925 $3.99 Million

Others Institutions Holding FXE

# of Institutions

Shares Held

751K

Call Options Held

171K

Put Options Held

214K

View Full List

About Invesco CurrencyShares Euro Trust

Ticker FXE
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 2,250,000
Market Cap $216M

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Upper Left Wealth Management, LLC Invesco Currency Shares Euro Trust Transaction History