Upper Left Wealth Management, LLC Spdr Dow Jones International R Transaction History
Upper Left Wealth Management, LLC
- $112 Million
- Q4 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Dow Jones International R stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 48,110 shares of RWX stock, worth $1.18 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
48,110
Previous 48,802
1.42%
Holding current value
$1.18 Million
Previous $1.35 Million
17.62%
% of portfolio
0.99%
Previous 1.17%
Shares
13 transactions
Others Institutions Holding RWX
# of Institutions
138Shares Held
5.73MCall Options Held
0Put Options Held
0-
Osborne Partners Capital Management, LLC1.23MShares$30.1 Million1.66% of portfolio
-
Morgan Stanley New York, NY917KShares$22.4 Million0.0% of portfolio
-
Northern Trust Corp Chicago, IL628KShares$15.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA376KShares$9.18 Million0.0% of portfolio
-
Awm Capital, LLC236KShares$5.78 Million0.91% of portfolio