Upper Left Wealth Management, LLC Spdr Dow Jones International R Transaction History
Upper Left Wealth Management, LLC
- $151 Million
- Q3 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Dow Jones International R stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 37,489 shares of RWX stock, worth $1.05 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
37,489
Previous 38,383
2.33%
Holding current value
$1.05 Million
Previous $1.05 Million
0.86%
% of portfolio
0.69%
Previous 0.74%
Shares
16 transactions
Others Institutions Holding RWX
# of Institutions
131Shares Held
6.3MCall Options Held
0Put Options Held
0-
Osborne Partners Capital Management, LLC1.17MShares$32.7 Million1.67% of portfolio
-
Morgan Stanley New York, NY833KShares$23.3 Million0.0% of portfolio
-
State Street Corp Boston, MA774KShares$21.7 Million0.0% of portfolio
-
Northern Trust Corp Chicago, IL624KShares$17.5 Million0.0% of portfolio
-
Baker Avenue Asset Management, LP351KShares$9.81 Million0.19% of portfolio