Buck Wealth Strategies, LLC Spdr Portfolio Short Term Corp Transaction History
Buck Wealth Strategies, LLC
- $481 Million
- Q4 2024
A detailed history of Buck Wealth Strategies, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Buck Wealth Strategies, LLC holds 374,470 shares of SPSB stock, worth $11.2 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
374,470
Previous 236,408
58.4%
Holding current value
$11.2 Million
Previous $7.16 Million
56.2%
% of portfolio
2.32%
Previous 2.26%
Shares
8 transactions
Others Institutions Holding SPSB
# of Institutions
604Shares Held
215MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY37.6MShares$1.12 Billion0.09% of portfolio
-
Creative Planning Overland Park, KS37.1MShares$1.11 Billion1.12% of portfolio
-
Valmark Advisers, Inc.7.49MShares$224 Million3.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.67MShares$169 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC5.02MShares$150 Million0.01% of portfolio