Upper Left Wealth Management, LLC Spdr Index Shs Fd Spdr S&P Int Call Options Transaction History
Upper Left Wealth Management, LLC
- $106 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding GWX
# of Institutions
221Shares Held
14MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC999KShares$32.1 Million0.02% of portfolio
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Envestnet Asset Management Inc769KShares$24.7 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC684KShares$22 Million0.0% of portfolio
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Assetmark, Inc577KShares$18.6 Million0.06% of portfolio
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Cetera Investment Advisers Schaumburg, IL502KShares$16.1 Million0.04% of portfolio