Upper Left Wealth Management, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History
Upper Left Wealth Management, LLC
- $151 Million
- Q3 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Index Shs Fd Spdr S&P Int stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 30,262 shares of GWX stock, worth $1.2 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
30,262
Previous 30,978
2.31%
Holding current value
$1.2 Million
Previous $1.15 Million
5.56%
% of portfolio
0.81%
Previous 0.81%
Shares
16 transactions
Others Institutions Holding GWX
# of Institutions
253Shares Held
14.2MCall Options Held
0Put Options Held
1.1K-
Lpl Financial LLC Fort Mill, SC1.26MShares$50.2 Million0.02% of portfolio
-
Envestnet Asset Management Inc863KShares$34.3 Million0.01% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ582KShares$23.2 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC565KShares$22.5 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL528KShares$21 Million0.03% of portfolio