Upper Left Wealth Management, LLC EMLC Holdings History
Upper Left Wealth Management, LLC's VanEck J.P. Morgan EM Local Currency Bond ETF Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 159,258.00 shares of VanEck J.P. Morgan EM Local Currency Bond ETF(EMLC), totaling $4.04 Mil. This investment constitutes 2.69% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0.12% of the outstanding VanEck J.P. Morgan EM Local Currency Bond ETF(EMLC) stock.
The initial trade took place in 2021Q4. And since then Upper Left Wealth Management, LLC has made 7 purchases of EMLC, at an average price of $26.83, for a total of 249,622.00 shares. In addition, there have been 7 sales at an average price of $24.50 for 90,364.00 shares. Based on historical transaction data and EMLC's current price of $25.14, Upper Left Wealth Management, LLC's estimated gain on his EMLC holdings is $-478,427.27, reflecting a -7.14% gain to date.
Upper Left Wealth Management, LLC EMLC ($25.14) Holding Chart
Upper Left Wealth Management, LLC EMLC ($25.14) 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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