Buska Wealth Management, LLC New Holdings in Q2 2024

Buska Wealth Management, LLC

  • $288 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16.2K
New
$50.64 - $51.3 $820K - $830K
16.2K $852M
PPH
Vaneck ETF Tr Vaneck Pharmaceu

ETFs
7.71K
New
$84.87 - $93.23 $655K - $719K
7.71K $733M
XOM
Exxon Mobil Corp

Energy
3.22K
New
$108.36 - $122.2 $348K - $393K
3.22K $377M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
20.4K
New
$13.8 - $14.95 $282K - $305K
20.4K $322M
KO
Coca Cola CO

Consumer Defensive
4.3K
New
$58.06 - $64.15 $250K - $276K
4.3K $309M
PCEF
Invesco Cef Income Composite E

ETFs
12.2K
New
$17.84 - $18.82 $217K - $229K
12.2K $240M
PDI
Pimco Dynamic Income Fund

Financial Services
10.5K
New
$18.58 - $19.76 $195K - $208K
10.5K $213M
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
10.2K
New
$7.15 - $7.76 $73.2K - $79.5K
10.2K $78.7M
Activity Summary
Buys All Purchases 29 New Holdings 8 Increased Positions 21 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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