Upper Left Wealth Management, LLC Spdr Bloomberg International T Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Bloomberg International T stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 226,378 shares of BWX stock, worth $5.25 Million. This represents 3.74% of its overall portfolio holdings.
Number of Shares
226,378
Previous 228,057
0.74%
Holding current value
$5.25 Million
Previous $4.98 Million
6.7%
% of portfolio
3.74%
Previous 3.73%
Shares
15 transactions
Others Institutions Holding BWX
# of Institutions
147Shares Held
33.6MCall Options Held
0Put Options Held
0-
Manufacturers Life Insurance Company, The Toronto, A66.37MShares$148 Million0.14% of portfolio
-
Argi Investment Services, LLC5.03MShares$117 Million6.46% of portfolio
-
Perella Weinberg Partners Capital Management LP3.84MShares$89.2 Million9.14% of portfolio
-
Annex Advisory Services, LLC3.13MShares$72.7 Million2.42% of portfolio
-
Morgan Stanley New York, NY2.15MShares$49.9 Million0.0% of portfolio