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 |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | 151 | $275,757 | 1,700 | 0.00 | 0.00 | 100 | 6.25 | 06-30-2024 |
| AMERICAN EXPRESS CO | COM | 152 | $263,272 | 1,137 | 0.00 | 0.00 | -100 | -8.08 | 06-30-2024 |
| AMERICAN INTL GROUP INC | COM NEW | 153 | $259,840 | 3,500 | 0.00 | 0.00 | -1,000 | -22.22 | 06-30-2024 |
| CONSTELLATION BRANDS INC | CL A | 154 | $257,280 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
