Upper Left Wealth Management, LLC Ishares Tr Transaction History
Upper Left Wealth Management, LLC
- $109 Million
- Q2 2024
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 12,457 shares of IYR stock, worth $1.21 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
12,457
Previous 11,700
6.47%
Holding current value
$1.21 Million
Previous $1.05 Million
3.9%
% of portfolio
1.0%
Previous 0.99%
Shares
11 transactions
Others Institutions Holding IYR
# of Institutions
575Shares Held
31.3MCall Options Held
6.83MPut Options Held
5.86M-
Wealth Navi Inc.4.39MShares$427 Million5.11% of portfolio
-
Morgan Stanley New York, NY3.06MShares$297 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$230 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.24MShares$121 Million0.02% of portfolio
-
Wolverine Trading, LLC Chicago, IL1.11MShares$108 Million0.1% of portfolio