A detailed history of Buck Wealth Strategies, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 459 shares of SPY stock, worth $273,109. This represents 0.08% of its overall portfolio holdings.

Number of Shares
459
Previous 512 10.35%
Holding current value
$273,109
Previous $278,000 5.4%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$517.38 - $573.86 $27,421 - $30,414
-53 Reduced 10.35%
459 $263,000
Q2 2024

Aug 14, 2024

BUY
$495.16 - $548.49 $253,521 - $280,826
512 New
512 $278,000
Q2 2023

Nov 06, 2023

BUY
$404.36 - $443.28 $14,961 - $16,401
37 Added 25.87%
180 $79.8 Million
Q1 2023

Nov 06, 2023

BUY
$379.5 - $416.78 $54,268 - $59,599
143 New
143 $58.6 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Buck Wealth Strategies, LLC Portfolio

Follow Buck Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Buck Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buck Wealth Strategies, LLC with notifications on news.