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 $1.26 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
12,457
Previous 11,700
6.47%
Holding current value
$1.26 Million
Previous $1.05 Million
3.9%
% of portfolio
1.0%
Previous 0.99%
Shares
11 transactions
Others Institutions Holding IYR
# of Institutions
555Shares Held
30.7MCall Options Held
6.83MPut Options Held
5.86M-
Wealth Navi Inc.4.38MShares$443 Million4.87% of portfolio
-
Morgan Stanley New York, NY3.06MShares$309 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC2.37MShares$240 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY1.24MShares$126 Million0.02% of portfolio
-
Wolverine Trading, LLC Chicago, IL1.11MShares$112 Million0.1% of portfolio