Upper Left Wealth Management, LLC Ishares 1 3 International Trea Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
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 14,216 shares of IGOV stock, worth $599,630. This represents 0.43% of its overall portfolio holdings.
Number of Shares
14,216
Previous 16,142
11.93%
Holding current value
$599,630
Previous $637,000
3.92%
% of portfolio
0.43%
Previous 0.48%
Shares
15 transactions
Others Institutions Holding IGOV
# of Institutions
137Shares Held
9.04MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS1.11MShares$46.6 Million0.04% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA576KShares$24.3 Million1.4% of portfolio
-
Kovitz Investment Group Partners, LLC524KShares$22.1 Million0.1% of portfolio
-
Minich Mac Gregor Wealth Management, LLC405KShares$17.1 Million3.98% of portfolio
-
Wells Fargo & Company San Francisco, CA318KShares$13.4 Million0.0% of portfolio