Upper Left Wealth Management, LLC Ishares 1 3 International Trea Transaction History
Upper Left Wealth Management, LLC
- $151 Million
- Q3 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 14,122 shares of IGOV stock, worth $595,665. This represents 0.4% of its overall portfolio holdings.
Number of Shares
14,122
Previous 14,216
0.66%
Holding current value
$595,665
Previous $612,000
1.8%
% of portfolio
0.4%
Previous 0.43%
Shares
16 transactions
Others Institutions Holding IGOV
# of Institutions
141Shares Held
8.72MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS1.3MShares$54.7 Million0.04% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA576KShares$24.3 Million1.29% of portfolio
-
Kovitz Investment Group Partners, LLC437KShares$18.4 Million0.08% of portfolio
-
Wells Fargo & Company San Francisco, CA423KShares$17.8 Million0.0% of portfolio
-
Morgan Stanley New York, NY274KShares$11.5 Million0.0% of portfolio