Birchcreek Wealth Management, LLC Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Birchcreek Wealth Management, LLC

$174 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 17, 2021	SELL	$42.16 - $44.09 $96,124 - $100,525	-2,280 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$43.06 - $44.41 $98,176 - $101,254	2,280 New	2,280 $101,000

Others Institutions Holding PSK

# of Institutions

175

Shares Held

11.1M

Call Options Held

0

Put Options Held

0

State Of Wisconsin Board Of Commissioners Of Public Lands Madison, WI

840K
Shares

$29.4 Million
18.32% of portfolio
Cno Financial Group, Inc.

700K
Shares

$24.5 Million
99.49% of portfolio
Wells Fargo & Company San Francisco, CA

694K
Shares

$24.3 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

634K
Shares

$22.2 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

630K
Shares

$22.1 Million
0.01% of portfolio

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