Upper Left Wealth Management, LLC Spdr Ser Tr Ftse Intl Govt Inf Transaction History
Upper Left Wealth Management, LLC
- $109 Million
- Q2 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Ser Tr Ftse Intl Govt Inf stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 114,537 shares of WIP stock, worth $4.55 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
114,537
Previous 109,758
4.35%
Holding current value
$4.55 Million
Previous $4.39 Million
0.5%
% of portfolio
4.05%
Previous 4.14%
Shares
11 transactions
Others Institutions Holding WIP
# of Institutions
73Shares Held
4.6MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA1.62MShares$64.2 Million0.0% of portfolio
-
Family Firm, Inc.317KShares$12.6 Million1.36% of portfolio
-
Hantz Financial Services, Inc.273KShares$10.9 Million0.2% of portfolio
-
Gen Trust, LLC252KShares$10 Million0.53% of portfolio
-
Lbj Family Wealth Advisors, Ltd.235KShares$9.32 Million5.73% of portfolio