Upper Left Wealth Management, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History
Upper Left Wealth Management, LLC
- $134 Million
- Q1 2025
A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Index Shs Fd Spdr S&P Int stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 33,433 shares of GWX stock, worth $1.11 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
33,433
Previous 34,026
1.74%
Holding current value
$1.11 Million
Previous $1.05 Million
2.18%
% of portfolio
0.81%
Previous 0.94%
Shares
14 transactions
Others Institutions Holding GWX
# of Institutions
225Shares Held
14.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.07MShares$35.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc833KShares$27.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC675KShares$22.3 Million0.0% of portfolio
-
Assetmark, Inc574KShares$19 Million0.05% of portfolio
-
Bryn Mawr Trust CO Bryn Mawr, PA516KShares$17.1 Million0.29% of portfolio