Upper Left Wealth Management, LLC Ishares Core U.S. Reit ETF Transaction History
Upper Left Wealth Management, LLC
- $106 Million
- Q1 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Core U.S. Reit ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 4,870 shares of USRT stock, worth $260,642. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,870
Previous 5,496
11.39%
Holding current value
$260,642
Previous $298,000
12.08%
% of portfolio
0.25%
Previous 0.29%
Shares
3 transactions
Others Institutions Holding USRT
# of Institutions
351Shares Held
28MCall Options Held
3.3KPut Options Held
11.5K-
Black Rock Inc. New York, NY2.68MShares$144 Million0.0% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA2.6MShares$139 Million0.19% of portfolio
-
Us Bancorp \De\2.35MShares$126 Million0.18% of portfolio
-
Northwestern Mutual Wealth Management CO1.03MShares$55.4 Million0.06% of portfolio
-
Morgan Stanley New York, NY843KShares$45.1 Million0.0% of portfolio