Upper Left Wealth Management, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History
Upper Left Wealth Management, LLC
- $115 Million
- Q3 2024
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 34,083 shares of GWX stock, worth $1.06 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
34,083
Previous 33,341
2.23%
Holding current value
$1.06 Million
Previous $1.06 Million
9.92%
% of portfolio
1.01%
Previous 0.97%
Shares
12 transactions
Others Institutions Holding GWX
# of Institutions
228Shares Held
14.5MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.04MShares$32.3 Million0.02% of portfolio
-
Envestnet Asset Management Inc772KShares$24.1 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC675KShares$21.1 Million0.0% of portfolio
-
Assetmark, Inc556KShares$17.4 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL505KShares$15.8 Million0.04% of portfolio