Upper Left Wealth Management, LLC Vanguard Intl Eqty Ftse All Wo Transaction History
Upper Left Wealth Management, LLC
- $106 Million
- Q1 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 12,452 shares of VSS stock, worth $1.47 Million. This represents 1.37% of its overall portfolio holdings.
Number of Shares
12,452
Previous 13,071
4.74%
Holding current value
$1.47 Million
Previous $1.5 Million
3.26%
% of portfolio
1.37%
Previous 1.47%
Shares
10 transactions
Others Institutions Holding VSS
# of Institutions
624Shares Held
42.5MCall Options Held
5.3KPut Options Held
2.4K-
Empower Advisory Group, LLC Greenwood Village, CO4.17MShares$491 Million1.83% of portfolio
-
Personal Capital Advisors Corp3.68MShares$433 Million1.84% of portfolio
-
Natixis Advisors, L.P. Boston, MA2.54MShares$299 Million0.68% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA1.82MShares$214 Million14.71% of portfolio
-
Bessemer Group Inc Woodbridge, NJ1.76MShares$207 Million0.37% of portfolio