Buck Wealth Strategies, LLC Closed Holding Positions

Buck Wealth Strategies, LLC

  • $291 Million
  • Q1 2024
Stock Closed Quarter Shares Sold Price Range Trade History
BNTX
Bio N Tech Se

Healthcare
Q3 2023 Filed on Nov 06, 2023
7
$98.5 - $125.08 $690 - $876
DOW
Dow Inc.

Basic Materials
Q3 2023 Filed on Nov 06, 2023
300
$50.25 - $56.47 $15.1K - $16.9K
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
Q3 2023 Filed on Nov 06, 2023
750
$8.5 - $10.13 $6.38K - $7.6K
EFC
Ellington Financial Inc.

Real Estate
Q3 2023 Filed on Nov 06, 2023
500
$12.3 - $14.07 $6.15K - $7.04K
FDS
Factset Research Systems Inc

Financial Services
Q3 2023 Filed on Nov 06, 2023
37
$387.57 - $441.86 $14.3K - $16.3K
FDX
Fedex Corp

Industrials
Q3 2023 Filed on Nov 06, 2023
262
$247.55 - $269.95 $64.9K - $70.7K
FLT
Fleetcor Technologies Inc

Technology
Q3 2023 Filed on Nov 06, 2023
61
$244.54 - $275.48 $14.9K - $16.8K
FRG
Franchise Group, Inc.

Consumer Cyclical
Q3 2023 Filed on Nov 06, 2023
260
$28.6 - $29.88 $7.44K - $7.77K
HMC
Honda Motor CO LTD

Consumer Cyclical
Q3 2023 Filed on Nov 06, 2023
200
$29.85 - $36.67 $5.97K - $7.33K
HUBG
Hub Group, Inc.

Industrials
Q3 2023 Filed on Nov 06, 2023
200
$77.56 - $90.13 $15.5K - $18K
IDEX
Ideanomics, Inc.

Industrials
Q3 2023 Filed on Nov 06, 2023
9,302
$0.04 - $4.33 $372 - $40.3K
NS
Nu Star Energy L.P.

Energy
Q3 2023 Filed on Nov 06, 2023
534
$15.15 - $18.08 $8.09K - $9.65K
NVEC
Nve Corp

Technology
Q3 2023 Filed on Nov 06, 2023
150
$76.13 - $96.8 $11.4K - $14.5K
RRX
Regal Rexnord Corp

Industrials
Q3 2023 Filed on Nov 06, 2023
107
$142.36 - $165.47 $15.2K - $17.7K
SHEL
Shell PLC

Energy
Q3 2023 Filed on Nov 06, 2023
450
$58.53 - $65.82 $26.3K - $29.6K
SUN
Sunoco LP

Energy
Q3 2023 Filed on Nov 06, 2023
200
$43.31 - $51.22 $8.66K - $10.2K
UFPI
Ufp Industries Inc

Basic Materials
Q3 2023 Filed on Nov 06, 2023
168
$91.28 - $107.31 $15.3K - $18K
DFS
Discover Financial Services

Financial Services
Q3 2023 Filed on Nov 06, 2023
221
$85.26 - $121.85 $18.8K - $26.9K
CVNA
Carvana Co.

Consumer Cyclical
Q3 2023 Filed on Nov 06, 2023
219
$24.32 - $55.86 $5.33K - $12.2K
DHR
Danaher Corp

Healthcare
Q3 2023 Filed on Nov 06, 2023
65
$233.08 - $265.59 $15.2K - $17.3K
EW
Edwards Lifesciences Corp

Healthcare
Q3 2023 Filed on Nov 06, 2023
240
$69.28 - $93.38 $16.6K - $22.4K
EMR
Emerson Electric CO

Industrials
Q3 2023 Filed on Nov 06, 2023
63
$88.24 - $100.12 $5.56K - $6.31K
FRC
First Republic Bank

Financial Services
Q2 2023 Filed on Nov 06, 2023
23
$0.17 - $16.0 $3.91 - $368
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q2 2023 Filed on Nov 06, 2023
14,859
$11.13 - $12.04 $165K - $179K
PTRA
Proterra Inc

Consumer Cyclical
Q3 2023 Filed on Nov 06, 2023
100
$0.0 - $1.89 $0 - $189
HOOD
Robinhood Markets, Inc.

Technology
Q2 2023 Filed on Nov 06, 2023
1,000
$8.35 - $10.18 $8.35K - $10.2K
RBLX
Roblox Corp

Communication Services
Q3 2023 Filed on Nov 06, 2023
200
$25.31 - $45.54 $5.06K - $9.11K
RUM
Rumble Inc.

Technology
Q3 2023 Filed on Nov 06, 2023
175
$4.7 - $8.8 $823 - $1.54K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q3 2023 Filed on Nov 06, 2023
69
$334.95 - $356.2 $23.1K - $24.6K
PHYS
Sprott Physical Gold Trust

Financial Services
Q2 2023 Filed on Nov 06, 2023
800
$14.78 - $16.02 $11.8K - $12.8K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
Q2 2023 Filed on Nov 06, 2023
20
$403.83 - $551.43 $8.08K - $11K
Vs Trust
Q2 2023 Filed on Nov 06, 2023
550
N/A
WPC
W. P. Carey Inc.

Real Estate
Q3 2023 Filed on Nov 06, 2023
677
$54.08 - $73.02 $36.6K - $49.4K
AMC
Amc Entertainment Holdings, Inc.

Communication Services
Q3 2023 Filed on Nov 06, 2023
786
$2.55 - $19.6 $2K - $15.4K
Annaly Capital Management In
Q3 2023 Filed on Nov 06, 2023
300
N/A
BSX
Boston Scientific Corp

Healthcare
Q3 2023 Filed on Nov 06, 2023
298
$50.19 - $54.68 $15K - $16.3K
WHF
White Horse Finance, Inc.

Financial Services
Q3 2023 Filed on Nov 06, 2023
575
$12.13 - $13.62 $6.97K - $7.83K
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.

Choose your preferred platform and Sign Up 👇 Telegram Email