Buck Wealth Strategies, LLC Spdr Portfolio Transaction History

Buck Wealth Strategies, LLC

$317 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	BUY	$58.97 - $62.89 $18,457 - $19,684	313 New	313 $18,000

Others Institutions Holding SPYG

# of Institutions

1,086

Shares Held

283M

Call Options Held

461K

Put Options Held

35.8K

Lpl Financial LLC Fort Mill, SC

30M
Shares

$2.58 Billion
1.23% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21M
Shares

$1.81 Billion
3.76% of portfolio
Allworth Financial LP

13.2M
Shares

$1.13 Billion
6.78% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.5M
Shares

$645 Million
0.17% of portfolio
Morgan Stanley New York, NY

6.99M
Shares

$602 Million
0.04% of portfolio

About SPDR PORTFOLIO

Ticker SPYG
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