Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCKLEY WEALTH MANAGEMENT LLC | 07-23-2024 | 06-30-2024 | 101 | 315,519,241 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COM | 101 | $635,400 | 4,500 | 0.00 | 0.00 | -89 | -1.94 | 06-30-2024 |
| CRH PLC | ORD | 102 | $634,856 | 8,467 | 0.00 | 8,467 | +Inf | 06-30-2024 | |
| CME GROUP INC | COM | 103 | $616,144 | 3,134 | 0.00 | 0.00 | 19 | 0.61 | 06-30-2024 |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -97 | -0.81 | 06-30-2024 |
