Upper Left Wealth Management, LLC Spdr Dow Jones International R Transaction History
Upper Left Wealth Management, LLC
- $142 Million
- Q2 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Dow Jones International R stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 38,383 shares of RWX stock, worth $1.05 Million. This represents 0.74% of its overall portfolio holdings.
Number of Shares
38,383
Previous 29,169
31.59%
Holding current value
$1.05 Million
Previous $716,000
46.79%
% of portfolio
0.74%
Previous 0.54%
Shares
15 transactions
Others Institutions Holding RWX
# of Institutions
134Shares Held
6.22MCall Options Held
0Put Options Held
0-
Osborne Partners Capital Management, LLC1.32MShares$36.1 Million1.88% of portfolio
-
Morgan Stanley New York, NY885KShares$24.2 Million0.0% of portfolio
-
State Street Corp Boston, MA718KShares$19.6 Million0.0% of portfolio
-
Northern Trust Corp Chicago, IL591KShares$16.2 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA347KShares$9.48 Million0.0% of portfolio