Upper Left Wealth Management, LLC Abrdn Etfs Abrdn Bloomberg All Transaction History

Upper Left Wealth Management, LLC

$112 Million
Q4 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Abrdn Etfs Abrdn Bloomberg All stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 272,768 shares of BCI stock, worth $5.63 Million. This represents 4.82% of its overall portfolio holdings.

Number of Shares

272,768

Previous 260,232 4.82%

Holding current value

$5.63 Million

Previous $5.32 Million 1.28%

% of portfolio

4.82%

Previous 4.62%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$19.27 - $20.9 $241,568 - $262,002	12,536 Added 4.82%	272,768 $5.39 Million
Q3 2024 Nov 13, 2024	BUY	$19.01 - $20.7 $241,902 - $263,407	12,725 Added 5.14%	260,232 $5.32 Million
Q2 2024 Jul 25, 2024	BUY	$19.91 - $21.45 $156,233 - $168,318	7,847 Added 3.27%	247,507 $5.03 Million
Q1 2024 Apr 23, 2024	BUY	$18.87 - $19.79 $1.37 Million - $1.44 Million	72,826 Added 43.65%	239,660 $4.74 Million
Q4 2023 Jan 23, 2024	SELL	$19.36 - $21.52 $785,396 - $873,023	-40,568 Reduced 19.56%	166,834 $3.23 Million
Q3 2023 Oct 25, 2023	BUY	$20.23 - $21.64 $2.29 Million - $2.45 Million	113,090 Added 119.91%	207,402 $4.38 Million
Q2 2023 Jul 25, 2023	BUY	$19.4 - $21.42 $1.83 Million - $2.02 Million	94,312 New	94,312 $1.9 Million

Others Institutions Holding BCI

# of Institutions

123

Shares Held

45.5M

Call Options Held

Put Options Held

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About ABRDN ETFS ABRDN BLOOMBERG ALL

Ticker BCI
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Upper Left Wealth Management, LLC Abrdn Etfs Abrdn Bloomberg All Transaction History