Upper Left Wealth Management, LLC IBIT Holdings History
Upper Left Wealth Management, LLC's ISHARES BITCOIN TR Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 800.00 shares of ISHARES BITCOIN TR(IBIT), totaling $48,970.00. This investment constitutes 0.03% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0% of the outstanding ISHARES BITCOIN TR(IBIT) stock.
The initial trade took place in 2024Q1. And since then Upper Left Wealth Management, LLC has made 6 purchases of IBIT, at an average price of $34.98, for a total of 96,473.00 shares. Based on historical transaction data and IBIT's current price of $61.57, Upper Left Wealth Management, LLC's estimated gain on his IBIT holdings is $2.57 Mil, reflecting a 76.01% gain to date.
Upper Left Wealth Management, LLC IBIT ($61.57) Holding Chart
Upper Left Wealth Management, LLC IBIT ($61.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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