Upper Left Wealth Management, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 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 30,978 shares of GWX stock, worth $1.26 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
30,978
Previous 33,433
7.34%
Holding current value
$1.26 Million
Previous $1.08 Million
6.87%
% of portfolio
0.81%
Previous 0.81%
Shares
15 transactions
Others Institutions Holding GWX
# of Institutions
237Shares Held
14MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.13MShares$46 Million0.01% of portfolio
-
Envestnet Asset Management Inc836KShares$33.9 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC603KShares$24.5 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL524KShares$21.3 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ521KShares$21.1 Million0.04% of portfolio