Buck Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History
Buck Wealth Strategies, LLC
- $317 Million
- Q3 2024
A detailed history of Buck Wealth Strategies, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 236,408 shares of SPSB stock, worth $7.07 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
236,408
Previous 254,300
7.04%
Holding current value
$7.07 Million
Previous $7.55 Million
5.22%
% of portfolio
2.26%
Previous 2.23%
Shares
7 transactions
Others Institutions Holding SPSB
# of Institutions
564Shares Held
191MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY19.1MShares$572 Million0.05% of portfolio
-
Valmark Advisers, Inc.7.37MShares$221 Million3.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.38MShares$161 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio