Upper Left Wealth Management, LLC Ishares Tr Transaction History
Upper Left Wealth Management, LLC
- $134 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding IYY
# of Institutions
279Shares Held
3.9MCall Options Held
5.6KPut Options Held
100-
Morgan Stanley New York, NY472KShares$63.4 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC302KShares$40.5 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA162KShares$21.8 Million0.02% of portfolio
-
Savant Capital, LLC161KShares$21.6 Million0.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN149KShares$20 Million0.01% of portfolio