Upper Left Wealth Management, LLC Ishares Tr Transaction History
Upper Left Wealth Management, LLC
- $109 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding IYY
# of Institutions
241Shares Held
3.43MCall Options Held
6.5KPut Options Held
300-
Morgan Stanley New York, NY459KShares$65 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC328KShares$46.5 Million0.02% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA198KShares$28.1 Million0.02% of portfolio
-
Savant Capital, LLC159KShares$22.6 Million0.21% of portfolio
-
Bank Of America Corp Charlotte, NC127KShares$18 Million0.0% of portfolio