Upper Left Wealth Management, LLC Vanguard Global Ex U.S. Real Call Options Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VNQI
# of Institutions
389Shares Held
52.8MCall Options Held
10KPut Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO13.6MShares$637 Million1.9% of portfolio
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Personal Capital Advisors Corp11.9MShares$557 Million2.39% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.56MShares$260 Million0.05% of portfolio
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Ballentine Partners, LLC Waltham, MA1.44MShares$67.2 Million1.01% of portfolio
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Envestnet Asset Management Inc1.32MShares$61.8 Million0.02% of portfolio