Upper Left Wealth Management, LLC Ishares Global Reit ETF Transaction History
Upper Left Wealth Management, LLC
- $151 Million
- Q3 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Global Reit ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 8,408 shares of REET stock, worth $211,881. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,408
Previous 8,331
0.92%
Holding current value
$211,881
Previous $205,000
4.39%
% of portfolio
0.14%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding REET
# of Institutions
333Shares Held
71MCall Options Held
5.6KPut Options Held
200-
Valmark Advisers, Inc.6.05MShares$152 Million2.03% of portfolio
-
Northwestern Mutual Wealth Management CO5.43MShares$137 Million0.09% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$136 Million0.0% of portfolio
-
M&T Bank Corp4.79MShares$121 Million0.42% of portfolio
-
Morgan Stanley New York, NY3.45MShares$87 Million0.01% of portfolio