Upper Left Wealth Management, LLC Options Holdings

Upper Left Wealth Management, LLC

  • $115 Million
  • Q3 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
BITO
Proshares Tr Bitcoin Strategy

ETFs
CALL
$274,000
14.3K
Q2 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $115 Million
  • Prior Value $109 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
Track This Portfolio

Track Upper Left Wealth Management, LLC Portfolio

Follow Upper Left Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email