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  Name: Upper Left Wealth Management LLC
  City: Chicago
  State: IL
  Zip: 60654
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $107,884,000
  Total Value Change : $5,826,000
  Securities Held Change : -4
   
All Securities Held : 57
  New Positions : 4
  Closed Positions : 8
  Increased Positions : 13
  Unchanged Positions : 1
  Decreased Positions : 39

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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BIL)1 Year Chart         BIL Spdr Brcly Cap 1-3 Mnth Tb 7 New $0.00 $4,298,000 46,821 3.98% 4,298,000 46,821 0.005    Closed - End Fund - E...
   (IBIT)1 Year Chart         IBIT iShares Bitcoin Trust 20 New $38.28 $1,965,000 48,560 1.82% 1,965,000 48,560 0.54    N/A
   (GBTC)1 Year Chart         GBTC Grayscale Bitcoin 31 New $0.00 $1,056,000 16,724 0.98% 1,056,000 16,724 0.003    N/A
   (EMB)1 Year Chart         EMB iShares JPMorgan USD Emerg ... 52 New $89.41 $295,000 3,292 0.27% 295,000 3,292 0    Closed - End Fund - E...

      4 Records Found
  1    
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