Upper Left Wealth Management, LLC Purchases in Q2 2024

Upper Left Wealth Management, LLC

  • $109 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
6.29K
+ 24.15%
$40.83 - $44.89 $257K - $282K
32.3K $1.41M
MCHI
Ishares Msci China ETF

ETFs
2.04K
+ 2.33%
$38.97 - $47.44 $79.3K - $96.6K
89.4K $3.77M
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
7.85K
+ 3.27%
$19.91 - $21.45 $156K - $168K
248K $5.03M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.35K
+ 8.43%
$37.19 - $39.82 $311K - $333K
107K $4.13M
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
3.25K
New
$71.43 - $75.61 $232K - $246K
3.25K $241K
GLD
Spdr Gold Trust

ETFs
847
+ 16.35%
$207.82 - $224.56 $176K - $190K
6.03K $1.3M
EWH
Ishares Msci Hong Kong ETF

ETFs
14.8K
New
$14.65 - $18.06 $216K - $266K
14.8K $225K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
558
+ 0.79%
$58.24 - $64.51 $32.5K - $36K
70.9K $4.54M
IVV
Ishares Core S&P 500 ETF

ETFs
284
+ 20.54%
$497.53 - $549.64 $141K - $156K
1.67K $912K
IGOV
Ishares 1 3 International Trea

ETFs
4.84K
+ 33.45%
$38.27 - $39.68 $185K - $192K
19.3K $745K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10.9K
+ 6.04%
$18.53 - $20.2 $202K - $221K
192K $3.83M
VEA
Vanguard Ftse Developed Market

ETFs
3.31K
+ 12.44%
$47.83 - $51.21 $158K - $170K
29.9K $1.48M
FNDC
Schwab Fundamental Intl Small

ETFs
3.44K
+ 39.38%
$33.97 - $36.16 $117K - $124K
12.2K $423K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.03K
+ 9.95%
$35.3 - $38.79 $71.6K - $78.7K
22.4K $844K
IEMG
Ishares Inc

ETFs
1.22K
+ 8.33%
$50.02 - $54.95 $61.2K - $67.3K
15.9K $852K
BITO
Proshares Tr Bitcoin Strategy

ETFs
3.51K
New
$22.27 - $31.49 $78.2K - $111K
3.51K $79K
IFGL
Ishares International Develope

ETFs
4.92K
+ 37.64%
$19.65 - $21.46 $96.6K - $106K
18K $355K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4.16K
+ 9.29%
$13.7 - $14.47 $57K - $60.2K
48.9K $687K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.16K
+ 10.57%
$34.2 - $36.64 $73.7K - $79K
22.5K $790K
SPY
Spdr S&P 500 ETF Trust

ETFs
11
+ 0.43%
$495.16 - $548.49 $5.45K - $6.03K
2.55K $1.39M
AIA
Ishares S&P Asia 50 ETF

ETFs
292
+ 5.27%
$58.11 - $68.25 $17K - $19.9K
5.84K $391K
IWM
Ishares Russell 2000 ETF

ETFs
358
+ 13.36%
$192.84 - $209.44 $69K - $75K
3.04K $616K
EBND
Spdr Bloomberg Emerging Market

ETFs
3.13K
+ 9.75%
$19.77 - $20.53 $61.8K - $64.2K
35.2K $700K
IYR
Ishares Tr

ETFs
757
+ 6.47%
$81.6 - $89.23 $61.8K - $67.5K
12.5K $1.09M
FXI
Ishares Tr

ETFs
163
+ 1.23%
$23.65 - $29.33 $3.85K - $4.78K
13.4K $348K
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
2.09K
+ 6.55%
$50.03 - $53.92 $104K - $112K
33.9K $1.7M
WIP
Spdr Ser Tr Ftse Intl Govt Inf

ETFs
4.78K
+ 4.35%
$38.36 - $40.01 $183K - $191K
115K $4.41M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
98
+ 2.86%
$64.45 - $70.67 $6.32K - $6.93K
3.53K $235K
Ishares Bitcoin Tr
2.53K
+ 5.21%
N/A
51.1K $0
SCHP
Schwab Strategic Us Tips ETF

ETFs
90
+ 0.14%
$51.1 - $52.24 $4.6K - $4.7K
66.5K $3.46M
VB
Vanguard Small Cap ETF

ETFs
201
+ 3.65%
$210.76 - $226.94 $42.4K - $45.6K
5.71K $1.24M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.52K
+ 15.09%
$50.64 - $63.96 $128K - $161K
19.2K $1.02M
RWX
Spdr Dow Jones International R

ETFs
2.31K
+ 5.37%
$23.94 - $25.98 $55.2K - $59.9K
45.3K $1.09M
VNQI
Vanguard Global Ex U.S. Real

ETFs
2.18K
+ 2.24%
$39.75 - $43.06 $86.6K - $93.8K
99.5K $4.04M
Activity Summary
Buys All Purchases 35 New Holdings 3 Increased Positions 32 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 1 Puts 0
Track This Portfolio

Track Upper Left Wealth Management, LLC Portfolio

Follow Upper Left Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Upper Left Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email