Upper Left Wealth Management, LLC Options Holdings

Upper Left Wealth Management, LLC

  • $109 Million
  • Q2 2024

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
BITO
Proshares Tr Bitcoin Strategy

ETFs
CALL
$321,000
14.3K
Q2 2024
New holding

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $109 Million
  • Prior Value $106 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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