Buska Wealth Management, LLC Purchases in Q3 2024

Buska Wealth Management, LLC

  • $295 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
18K
New
$100.88 - $116.06 $1.81M - $2.09M
18K $2.08M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
13.7K
New
$57.69 - $64.56 $790K - $884K
13.7K $874K
NVDA
Nvidia Corp

Technology
2.02K
New
$98.91 - $134.91 $200K - $273K
2.02K $245K
ET
Energy Transfer LP

Energy
12.2K
New
$15.43 - $16.44 $188K - $200K
12.2K $195K
OXLC
Oxford Lane Capital Corp.

Financial Services
12.1K
New
$5.15 - $5.67 $62.5K - $68.8K
12.1K $63K
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
1.04K
+ 10.15%
$7.06 - $7.82 $7.34K - $8.12K
11.3K $86K
PDI
Pimco Dynamic Income Fund

Financial Services
6.46K
+ 61.48%
$18.7 - $20.25 $121K - $131K
17K $343K
EVF
Eaton Vance Senior Income Trust

Financial Services
9.21K
+ 25.93%
$6.01 - $6.49 $55.4K - $59.8K
44.7K $276K
PCEF
Invesco Cef Income Composite E

ETFs
3.33K
+ 27.37%
$18.24 - $19.71 $60.7K - $65.6K
15.5K $305K
MSFT
Microsoft Corp

Technology
124
+ 20.29%
$395.15 - $467.56 $49K - $58K
735 $316K
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
3.72K
+ 18.21%
$14.94 - $15.76 $55.6K - $58.6K
24.1K $380K
XOM
Exxon Mobil Corp

Energy
2
+ 0.06%
$109.72 - $119.0 $219 - $238
3.22K $377K
VTI
Vanguard Total Stock Market Et

ETFs
178
+ 13.27%
$255.18 - $283.2 $45.4K - $50.4K
1.52K $430K
IVW
Ishares S&P 500 Growth ETF

ETFs
1.6K
+ 25.81%
$84.77 - $97.13 $135K - $155K
7.78K $744K
VTV
Vanguard Value ETF

ETFs
533
+ 12.8%
$159.75 - $174.57 $85.1K - $93K
4.7K $819K
UNH
Unitedhealth Group Inc

Healthcare
107
+ 8.14%
$488.01 - $604.18 $52.2K - $64.6K
1.42K $831K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
22.3K
+ 138.03%
$51.02 - $52.74 $1.14M - $1.18M
38.5K $2.03M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
24K
+ 206.58%
$77.02 - $85.06 $1.85M - $2.04M
35.6K $3.01M
UNOV
Earth Science Tech, Inc.

ETFs
267
+ 0.62%
$32.95 - $33.89 $8.8K - $9.05K
43.3K $1.47M
HYG
Ishares Tr

ETFs
18.1K
+ 38.84%
$76.72 - $80.36 $1.39M - $1.45M
64.7K $5.19M
VCIT
Vanguard Intermediate Term Cor

ETFs
17.8K
+ 38.62%
$79.29 - $84.02 $1.41M - $1.5M
63.9K $5.35M
VGIT
Vanguard Intermediate Term Tre

ETFs
32.5K
+ 39.0%
$57.8 - $60.8 $1.88M - $1.98M
116K $7.01M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
35.4K
+ 28.99%
$50.63 - $51.11 $1.79M - $1.81M
158K $8.04M
FLRN
Spdr Bloomberg Investment Grad

ETFs
57.9K
+ 28.01%
$30.55 - $30.85 $1.77M - $1.78M
264K $8.16M
XLE
Energy Sector Spdr

ETFs
8.4K
+ 8.92%
$84.35 - $93.39 $708K - $784K
103K $9.01M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
13.9K
+ 11.83%
$64.53 - $72.17 $895K - $1M
131K $9.46M
XAR
Spdr S&P Aerospace & Defense E

ETFs
5.8K
+ 10.27%
$139.03 - $157.34 $806K - $912K
62.3K $9.8M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.15K
+ 3.82%
$434.77 - $502.96 $500K - $579K
31.3K $15.3M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
29.9K
+ 13.51%
$117.9 - $128.2 $3.53M - $3.84M
252K $32.3M
SPYG
Spdr Portfolio

ETFs
23K
+ 5.71%
$73.38 - $84.1 $1.69M - $1.94M
426K $35.4M
VIG
Vanguard Dividend Appreciation

ETFs
11.4K
+ 5.3%
$182.15 - $182.15 $2.08M - $2.08M
227K $41.4M
IVV
Ishares Core S&P 500 ETF

ETFs
5.08K
+ 5.73%
$520.18 - $576.82 $2.64M - $2.93M
93.7K $54.1M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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