Upper Left Wealth Management, LLC Ishares Inc Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Inc stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 16,184 shares of IEMG stock, worth $868,109. This represents 0.61% of its overall portfolio holdings.
Number of Shares
16,184
Previous 13,977
15.79%
Holding current value
$868,109
Previous $749,000
15.89%
% of portfolio
0.61%
Previous 0.56%
Shares
14 transactions
Others Institutions Holding IEMG
# of Institutions
2,150Shares Held
1.42BCall Options Held
93.6KPut Options Held
4K-
Bank Of America Corp Charlotte, NC175MShares$9.4 Billion0.71% of portfolio
-
Morgan Stanley New York, NY96.7MShares$5.18 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS73.2MShares$3.93 Billion3.38% of portfolio
-
Envestnet Asset Management Inc61.1MShares$3.28 Billion1.01% of portfolio
-
Wells Fargo & Company San Francisco, CA51.8MShares$2.78 Billion0.59% of portfolio