Upper Left Wealth Management, LLC Reduced Holdings in Q3 2024

Upper Left Wealth Management, LLC

  • $115 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
-73.4K
- 64.06%
$37.78 - $40.34 $2.77M - $2.96M
41.2K $1.66M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-11.1K
- 24.07%
$91.42 - $91.82 $1.02M - $1.02M
35.1K $3.23M
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
-49.2K
- 32.22%
$23.58 - $25.5 $1.16M - $1.26M
104K $2.63M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-17.7K
- 26.56%
$51.58 - $53.79 $911K - $950K
48.8K $2.62M
FXE
Invesco Currency Shares Euro Trust

ETFs
-7.97K
- 27.12%
$99.07 - $103.41 $790K - $824K
21.4K $2.2M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-16.4K
- 23.97%
$48.4 - $50.91 $795K - $836K
52.1K $2.64M
BWX
Spdr Bloomberg International T

ETFs
-32.4K
- 20.11%
$21.34 - $23.47 $692K - $761K
129K $3.01M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.22K
- 29.5%
$114.73 - $120.23 $370K - $388K
7.7K $921K
TIP
Ishares Tr Tips Bd ETF

ETFs
-2.2K
- 32.67%
$105.92 - $110.83 $233K - $244K
4.54K $501K
EBND
Spdr Bloomberg Emerging Market

ETFs
-10.6K
- 30.02%
$19.74 - $21.39 $209K - $226K
24.6K $524K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-243
- 1.26%
$42.59 - $60.56 $10.3K - $14.7K
19K $959K
GBIL
Goldman Sachs Access Treasury

ETFs
-487
- 11.53%
$99.7 - $100.3 $48.6K - $48.8K
3.74K $374K
IVV
Ishares Core S&P 500 ETF

ETFs
-138
- 8.28%
$520.18 - $576.82 $71.8K - $79.6K
1.53K $881K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-524
- 14.92%
$16.19 - $23.88 $8.48K - $12.5K
2.99K $57K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-51
- 1.95%
$105.53 - $118.34 $5.38K - $6.04K
2.57K $300K
FXI
Ishares Tr

ETFs
-1.64K
- 12.24%
$24.78 - $32.17 $40.6K - $52.8K
11.8K $373K
IFGL
Ishares International Develope

ETFs
-903
- 5.02%
$19.81 - $23.14 $17.9K - $20.9K
17.1K $389K
USRT
Ishares Core U.S. Reit ETF

ETFs
-26
- 0.53%
$53.07 - $62.66 $1.38K - $1.63K
4.84K $297K
SPY
Spdr S&P 500 ETF Trust

ETFs
-65
- 2.55%
$517.38 - $573.86 $33.6K - $37.3K
2.48K $1.42M
IWM
Ishares Russell 2000 ETF

ETFs
-73
- 2.4%
$200.87 - $224.6 $14.7K - $16.4K
2.96K $654K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-451
- 2.0%
$33.74 - $37.96 $15.2K - $17.1K
22.1K $829K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-279
- 2.33%
$112.99 - $126.45 $31.5K - $35.3K
11.7K $1.48M
IYR
Ishares Tr

ETFs
-364
- 2.92%
$86.93 - $103.61 $31.6K - $37.7K
12.1K $1.23M
GLD
Spdr Gold Trust

ETFs
-55
- 0.91%
$215.56 - $246.98 $11.9K - $13.6K
5.97K $1.45M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.17K
- 2.95%
$36.98 - $41.55 $117K - $132K
104K $4.29M
VEU
Vanguard Ftse All World Ex Us

ETFs
-625
- 0.86%
$56.47 - $63.69 $35.3K - $39.8K
72.5K $4.57M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-2.64K
- 1.27%
$25.45 - $29.53 $67.1K - $77.8K
204K $5.96M
MCHI
Ishares Msci China ETF

ETFs
-3.89K
- 4.36%
$40.43 - $50.98 $157K - $199K
85.5K $4.35M
Activity Summary
Buys All Purchases 27 New Holdings 4 Increased Positions 23 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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