Upper Left Wealth Management, LLC Vanguard Intl Eqty Ftse All Wo Transaction History
Upper Left Wealth Management, LLC
- $115 Million
- Q3 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Intl Eqty Ftse All Wo stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 11,715 shares of VSS stock, worth $1.39 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
11,715
Previous 11,994
2.33%
Holding current value
$1.39 Million
Previous $1.41 Million
4.68%
% of portfolio
1.28%
Previous 1.29%
Shares
12 transactions
Others Institutions Holding VSS
# of Institutions
658Shares Held
47.1MCall Options Held
100Put Options Held
0-
Empower Advisory Group, LLC Greenwood Village, CO4.33MShares$513 Million1.85% of portfolio
-
Personal Capital Advisors Corp3.68MShares$436 Million1.84% of portfolio
-
Morgan Stanley New York, NY3.24MShares$384 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA2.85MShares$338 Million3.28% of portfolio
-
Natixis Advisors, L.P. Boston, MA2.5MShares$296 Million0.61% of portfolio