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

Upper Left Wealth Management, LLC

$112 Million
Q4 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 46,975 shares of FEZ stock, worth $2.56 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares

46,975

Previous 44,863 4.71%

Holding current value

$2.56 Million

Previous $2.39 Million 5.32%

% of portfolio

2.02%

Previous 2.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$47.63 - $52.63 $100,594 - $111,154	2,112 Added 4.71%	46,975 $2.26 Million
Q3 2024 Nov 13, 2024	BUY	$47.72 - $53.81 $522,677 - $589,380	10,953 Added 32.3%	44,863 $2.39 Million
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

288

Shares Held

38.2M

Call Options Held

4.41M

Put Options Held

23.9M

View Full List

About SPDR EURO STOXX 50 ETF

Ticker FEZ
Sector ETFs
Industry ETFs

More about FEZ

Track This Portfolio

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.

Account

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