Upper Left Wealth Management, LLC Ishares 1 3 International Trea Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Ishares 1 3 International Trea stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 14,216 shares of IGOV stock, worth $613,989. This represents 0.43% of its overall portfolio holdings.
Number of Shares
14,216
Previous 16,142
11.93%
Holding current value
$613,989
Previous $637,000
3.92%
% of portfolio
0.43%
Previous 0.48%
Shares
15 transactions
Others Institutions Holding IGOV
# of Institutions
103Shares Held
5.94MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS849KShares$36.7 Million0.03% of portfolio
-
Checchi Capital Advisers, LLC Beverly Hills, CA609KShares$26.3 Million1.27% of portfolio
-
Inscription Capital, LLC Houston, TX295KShares$12.7 Million1.87% of portfolio
-
Mackenzie Financial Corp Toronto Ontario, A6250KShares$10.8 Million0.01% of portfolio
-
Bryn Mawr Trust CO Bryn Mawr, PA240KShares$10.4 Million0.18% of portfolio