Upper Left Wealth Management, LLC Spdr Dow Jones International R Transaction History
Upper Left Wealth Management, LLC
- $109 Million
- Q2 2024
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 45,274 shares of RWX stock, worth $1.24 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
45,274
Previous 42,968
5.37%
Holding current value
$1.24 Million
Previous $1.12 Million
3.12%
% of portfolio
1.0%
Previous 1.06%
Shares
11 transactions
Others Institutions Holding RWX
# of Institutions
136Shares Held
6.49MCall Options Held
0Put Options Held
0-
Osborne Partners Capital Management, LLC1.2MShares$32.8 Million1.74% of portfolio
-
Morgan Stanley New York, NY934KShares$25.6 Million0.0% of portfolio
-
Northern Trust Corp Chicago, IL704KShares$19.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA534KShares$14.6 Million0.0% of portfolio
-
Awm Capital, LLC268KShares$7.34 Million1.29% of portfolio