Upper Left Wealth Management, LLC's ownership history for IBIT

Upper Left Wealth Management, LLC currently holds 95.8K shares with a market value of $6.2M. It started holding IBIT on 2024-09-30. At its peak, it held 96.5K shares on 2025-06-30. Its highest holding value was $6.2M on 2025-09-30. At its lowest, it held 85.4K shares on 2024-09-30, with a value of $2.9M on 2024-09-30. In the recent 180 days, Upper Left Wealth Management, LLC has increased its shares by 2.8K. In the recent year, Upper Left Wealth Management, LLC has increased its shares by 10.3K.

It has also owned 8 contracts of calls, with the market value of the underlying securities totaling $52.0K on 2025-03-31. At its peak, it held 10 contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $52.0K on 2025-09-30. At its lowest, it held 8 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $46.8K on 2025-03-31. In the recent 180 days, Upper Left Wealth Management, LLC has decreased its holdings by 2 contracts.