Investments: Upper Left Wealth Management, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
131.265.506 $+4.280.496 $126.985.010 $+8.642.045 $118.342.965 $+6.886.137 $111.456.828 $+111.456.828 $
BANK OF AMERICA CORP /DE/BAC102.382.238 $+4.197.346 $98.184.892 $+6.106.579 $92.078.313 $+5.150.949 $86.927.364 $+86.927.364 $
ISHARES GOLD TRUSTIAU15.094.049 $+345.898 $14.748.151 $+1.712.042 $13.036.109 $-120.874 $13.156.983 $+13.156.983 $
iShares Bitcoin Trust ETFIBIT5.605.883 $-670.192 $6.276.075 $+321.994 $5.954.081 $+1.557.592 $4.396.489 $+4.396.489 $
BlackRock, Inc.BLK4.402.379 $+214.568 $4.187.811 $+158.075 $4.029.736 $+138.285 $3.891.451 $+3.891.451 $
SPS COMMERCE INCSPSC1.635.572 $-4.212 $1.639.784 $+185.135 $1.454.649 $-143.952 $1.598.601 $+1.598.601 $
Grayscale Bitcoin Mini Trust ETFBTC901.906 $-130.136 $1.032.042 $+99.771 $932.271 $+254.542 $677.729 $+677.729 $
abrdn Gold ETF TrustSGOL618.871 $+47.616 $571.255 $+38.229 $533.026 $-66.625 $599.651 $+599.651 $
PEGASYSTEMS INCPEGA358.320 $+13.320 $345.000 $+20.220 $324.780 $+116.220 $208.560 $+208.560 $
MICRON TECHNOLOGY INCMU266.288 $+266.288 $
131.265.506 $+4.280.496 $126.985.010 $+8.642.045 $118.342.965 $+6.886.137 $111.456.828 $+111.456.828 $
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