Upper Left Wealth Management, LLC Ishares Tr Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 3,404 shares of IEFA stock, worth $293,050. This represents 0.2% of its overall portfolio holdings.
Number of Shares
3,404Holding current value
$293,050% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding IEFA
# of Institutions
2,363Shares Held
1.56BCall Options Held
108KPut Options Held
37.6K-
Bank Of America Corp Charlotte, NC220MShares$18.9 Billion1.38% of portfolio
-
Morgan Stanley New York, NY98.6MShares$8.49 Billion0.55% of portfolio
-
Jones Financial Companies Lllp89.7MShares$7.72 Billion5.71% of portfolio
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Wells Fargo & Company San Francisco, CA71.9MShares$6.19 Billion1.28% of portfolio
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Tiaa, Fsb St. Louis, MO59MShares$5.08 Billion14.41% of portfolio