Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCK WEALTH STRATEGIES LLC | 05-03-2024 | 03-31-2024 | 78 | 291,138,405 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI MATERIALS | Liquidated | $0 | 0 | 0.00 | 300 | +Inf | 12-31-2023 | |
| SUN LIFE FINANCIAL INC. | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MARRIOTT INTL INC NEW | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PUBLIC SVC ENTERPRISE GRP IN | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
