Upper Left Wealth Management, LLC Goldman Sachs Access Treasury Transaction History
Upper Left Wealth Management, LLC
- $112 Million
- Q4 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Goldman Sachs Access Treasury stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 3,533 shares of GBIL stock, worth $353,441. This represents 0.32% of its overall portfolio holdings.
Number of Shares
3,533
Previous 3,736
5.43%
Holding current value
$353,441
Previous $374,000
5.61%
% of portfolio
0.32%
Previous 0.32%
Shares
9 transactions
Others Institutions Holding GBIL
# of Institutions
358Shares Held
45MCall Options Held
0Put Options Held
0-
Betterment LLC New York, NY5.63MShares$563 Million1.35% of portfolio
-
Acr Alpine Capital Research, LLC5.15MShares$515 Million12.02% of portfolio
-
Morgan Stanley New York, NY4.56MShares$456 Million0.03% of portfolio
-
Miracle Mile Advisors, LLC2.94MShares$294 Million6.22% of portfolio
-
Bank Of America Corp Charlotte, NC2.51MShares$251 Million0.02% of portfolio