Upper Left Wealth Management, LLC Ishares 1 3 International Trea Transaction History
Upper Left Wealth Management, LLC
- $115 Million
- Q3 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Ishares 1 3 International Trea stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 14,199 shares of IGOV stock, worth $532,178. This represents 0.52% of its overall portfolio holdings.
Number of Shares
14,199
Previous 19,320
26.51%
Holding current value
$532,178
Previous $745,000
20.4%
% of portfolio
0.52%
Previous 0.68%
Shares
12 transactions
Others Institutions Holding IGOV
# of Institutions
101Shares Held
6.49MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS753KShares$28.2 Million0.03% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA706KShares$26.5 Million1.66% of portfolio
-
Royal Bank Of Canada Toronto, A6554KShares$20.8 Million0.0% of portfolio
-
Leuthold Group, LLC395KShares$14.8 Million1.86% of portfolio
-
Morgan Stanley New York, NY382KShares$14.3 Million0.0% of portfolio