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 $1.15 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
30,978
Previous 33,433
7.34%
Holding current value
$1.15 Million
Previous $1.08 Million
6.87%
% of portfolio
0.81%
Previous 0.81%
Shares
15 transactions
Others Institutions Holding GWX
# of Institutions
226Shares Held
14MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.12MShares$41.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc869KShares$32.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC605KShares$22.4 Million0.0% of portfolio
-
Assetmark, Inc541KShares$20 Million0.05% of portfolio
-
Cetera Investment Advisers Schaumburg, IL530KShares$19.6 Million0.03% of portfolio