Upper Left Wealth Management, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Index Shs Fd Spdr S&P Int stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 30,978 shares of GWX stock, worth $1.2 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
30,978
Previous 33,433
7.34%
Holding current value
$1.2 Million
Previous $1.08 Million
6.87%
% of portfolio
0.81%
Previous 0.81%
Shares
15 transactions
Others Institutions Holding GWX
# of Institutions
236Shares Held
14.6MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.13MShares$43.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc836KShares$32.3 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC603KShares$23.3 Million0.0% of portfolio
-
Cetera Investment Advisers Schaumburg, IL524KShares$20.2 Million0.03% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA512KShares$19.8 Million0.08% of portfolio