Upper Left Wealth Management, LLC Spdr Euro Stoxx 50 ETF Transaction History

Upper Left Wealth Management, LLC

  • $109 Million
  • Q2 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Euro Stoxx 50 ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 33,910 shares of FEZ stock, worth $1.73 Million. This represents 1.56% of its overall portfolio holdings.

Number of Shares
33,910
Previous 31,824 6.55%
Holding current value
$1.73 Million
Previous $1.67 Million 1.44%
% of portfolio
1.56%
Previous 1.58%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$50.03 - $53.92 $104,362 - $112,477
2,086 Added 6.55%
33,910 $1.7 Million
Q1 2024

Apr 23, 2024
SELL
$45.8 - $52.79 $363,468 - $418,941
-7,936 Reduced 19.96%
31,824 $1.67 Million
Q4 2023

Jan 23, 2024
BUY
$40.34 - $48.16 $38,766 - $46,281
961 Added 2.48%
39,760 $1.9 Million
Q3 2023

Oct 25, 2023
BUY
$41.45 - $47.23 $82,734 - $94,271
1,996 Added 5.42%
38,799 $1.63 Million
Q2 2023

Jul 25, 2023
BUY
$44.04 - $46.71 $24,574 - $26,064
558 Added 1.54%
36,803 $1.69 Million
Q1 2023

Apr 25, 2023
SELL
$39.27 - $44.9 $5,026 - $5,747
-128 Reduced 0.35%
36,245 $1.63 Million
Q4 2022

Jan 17, 2023
SELL
$30.89 - $40.59 $180,088 - $236,639
-5,830 Reduced 13.81%
36,373 $0
Q3 2022

Nov 01, 2022
SELL
$30.53 - $37.41 $175,120 - $214,583
-5,736 Reduced 11.97%
42,203 $1.33 Million
Q2 2022

Jul 08, 2022
SELL
$34.79 - $41.7 $137,176 - $164,423
-3,943 Reduced 7.6%
47,939 $1.67 Million
Q1 2022

Apr 18, 2022
BUY
$36.2 - $47.38 $540,828 - $707,857
14,940 Added 40.44%
51,882 $2.16 Million
Q4 2021

Feb 15, 2022
BUY
$44.68 - $49.0 $1.65 Million - $1.81 Million
36,942 New
36,942 $1.74 Million

Others Institutions Holding FEZ

# of Institutions
274
Shares Held
40M
Call Options Held
1.41M
Put Options Held
3.7M
View Full List

About SPDR EURO STOXX 50 ETF

FEZ Quotes by TradingView
  • Ticker FEZ
  • Sector ETFs
  • Industry ETFs
More about FEZ
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