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Bucket List Wealth Management, LLC → STT-PG

Bucket List Wealth Management, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
12
Latest value
$3.7M
Q3 2026
Peak value
$20M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$16M
Q4 2025$20M
Q4 2025$2.8M
Q1 2026$13.2M
Q1 2026$9.3M
Q1 2026$2.5M
Q2 2026$15.5M
Q2 2026$5.5M
Q2 2026$3.6M
Q3 2026$16.4M
Q3 2026$5.5M
Q3 2026$3.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.7M18.8K——
Q3 2026$5.5M89.4K——
Q3 2026$16.4M132.9K——
Q2 2026$3.6M19.1K——
Q2 2026$5.5M90.9K——
Q2 2026$15.5M130.6K——
Q1 2026$2.5M18.8K——
Q1 2026$9.3M163.6K——
Q1 2026$13.2M135.3K——
Q4 2025$2.8M19.3K——
Q4 2025$20M351.5K——
Q4 2025$16M150.2K——

Other funds holding STT-PG

Other Bucket List Wealth Management, LLC positions

VGES

VANGUARD INDEX FDS

$29M
PPT

PUTNAM ETF TRUST

$28.5M
VGES

VANGUARD INDEX FDS

$27.7M
PPT

PUTNAM ETF TRUST

$26.7M
VGES

VANGUARD INDEX FDS

$22.9M
VGES

VANGUARD INDEX FDS

$22.4M
ETHA

INVESCO EXCH TRADED FD TR II

$17.8M
ETHA

INVESCO EXCH TRADED FD TR II

$17.4M