Buck Wealth Strategies, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Buck Wealth Strategies, LLC
- $703 Million
- Q3 2025
A detailed history of Buck Wealth Strategies, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 8,124 shares of SPDW stock, worth $351,850. This represents 0.05% of its overall portfolio holdings.
Number of Shares
8,124
Previous 7,971
1.92%
Holding current value
$351,850
Previous $322,000
7.76%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding SPDW
# of Institutions
1,178Shares Held
585MCall Options Held
500Put Options Held
200-
Creative Planning Overland Park, KS99.6MShares$4.32 Billion3.47% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA59.7MShares$2.59 Billion4.84% of portfolio
-
Allworth Financial LP32MShares$1.38 Billion6.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC30MShares$1.3 Billion0.43% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$761 Million16.36% of portfolio