Upper Left Wealth Management, LLC Vanguard Ftse All World Ex Us Transaction History
Upper Left Wealth Management, LLC
- $134 Million
- Q1 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Ftse All World Ex Us stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 61,418 shares of VEU stock, worth $3.83 Million. This represents 2.8% of its overall portfolio holdings.
Number of Shares
61,418
Previous 71,807
14.47%
Holding current value
$3.83 Million
Previous $4.12 Million
9.1%
% of portfolio
2.8%
Previous 3.69%
Shares
14 transactions
Others Institutions Holding VEU
# of Institutions
1,415Shares Held
316MCall Options Held
17.1KPut Options Held
4.4K-
Morgan Stanley New York, NY21.9MShares$1.37 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC20.3MShares$1.27 Billion0.1% of portfolio
-
Northern Trust Corp Chicago, IL15.9MShares$993 Million0.13% of portfolio
-
Envestnet Asset Management Inc9.82MShares$612 Million0.2% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.19MShares$510 Million0.32% of portfolio