Upper Left Wealth Management, LLC Ishares Global Reit ETF Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 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 8,331 shares of REET stock, worth $209,191. This represents 0.14% of its overall portfolio holdings.
Number of Shares
8,331Holding current value
$209,191% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding REET
# of Institutions
317Shares Held
77.5MCall Options Held
5.6KPut Options Held
200-
Valmark Advisers, Inc.5.82MShares$146 Million2.03% of portfolio
-
Hsbc Holdings PLC London, X05.68MShares$143 Million0.09% of portfolio
-
Black Rock Inc. New York, NY5.38MShares$135 Million0.0% of portfolio
-
M&T Bank Corp4.92MShares$123 Million0.44% of portfolio
-
Northwestern Mutual Wealth Management CO4.88MShares$123 Million0.1% of portfolio