Upper Left Wealth Management, LLC Vanguard Total International B Transaction History
Upper Left Wealth Management, LLC
- $134 Million
- Q1 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Total International B stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 118,442 shares of BNDX stock, worth $5.84 Million. This represents 4.33% of its overall portfolio holdings.
Number of Shares
118,442
Previous 11,360
942.62%
Holding current value
$5.84 Million
Previous $557,000
938.06%
% of portfolio
4.33%
Previous 0.5%
Shares
12 transactions
Others Institutions Holding BNDX
# of Institutions
989Shares Held
726MCall Options Held
6.8KPut Options Held
0-
Jpmorgan Chase & CO New York, NY232MShares$11.5 Billion0.93% of portfolio
-
Bank Of America Corp Charlotte, NC119MShares$5.85 Billion0.5% of portfolio
-
Envestnet Asset Management Inc60.2MShares$2.97 Billion0.98% of portfolio
-
Vanguard Group Inc Valley Forge, PA59.9MShares$2.95 Billion0.05% of portfolio
-
Sagespring Wealth Partners, LLC Franklin, TN28.6MShares$1.41 Billion0.72% of portfolio