Upper Left Wealth Management, LLC Vanguard Ftse All World Ex Us Transaction History
Upper Left Wealth Management, LLC
- $112 Million
- Q4 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Ftse All World Ex Us stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 71,807 shares of VEU stock, worth $4.4 Million. This represents 3.69% of its overall portfolio holdings.
Number of Shares
71,807
Previous 72,470
0.91%
Holding current value
$4.4 Million
Previous $4.57 Million
9.7%
% of portfolio
3.69%
Previous 3.97%
Shares
13 transactions
Others Institutions Holding VEU
# of Institutions
1,396Shares Held
313MCall Options Held
17.1KPut Options Held
4.4K-
Morgan Stanley New York, NY21.9MShares$1.35 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC20.3MShares$1.25 Billion0.1% of portfolio
-
Northern Trust Corp Chicago, IL15.9MShares$977 Million0.13% of portfolio
-
Envestnet Asset Management Inc9.3MShares$571 Million0.18% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA8.19MShares$502 Million0.32% of portfolio