Upper Left Wealth Management, LLC Vanguard Intl Eqty Ftse All Wo Transaction History
Upper Left Wealth Management, LLC
- $112 Million
- Q4 2024
A detailed history of Upper Left Wealth Management, LLC transactions in Vanguard Intl Eqty Ftse All Wo stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 12,322 shares of VSS stock, worth $1.46 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
12,322
Previous 11,715
5.18%
Holding current value
$1.46 Million
Previous $1.48 Million
4.41%
% of portfolio
1.26%
Previous 1.28%
Shares
13 transactions
Others Institutions Holding VSS
# of Institutions
687Shares Held
69.4MCall Options Held
100Put Options Held
0-
Wealthfront Advisers LLC21.5MShares$2.55 Billion2.05% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO4.56MShares$541 Million1.77% of portfolio
-
Personal Capital Advisors Corp3.68MShares$436 Million1.84% of portfolio
-
Axiom Advisory, LLC San Diego, CA2.85MShares$338 Million3.28% of portfolio
-
Bessemer Group Inc Woodbridge, NJ2.81MShares$333 Million0.53% of portfolio