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 |
|---|---|---|---|---|---|---|---|---|---|
| RYDER SYS INC | COM | 51 | $1,183,673 | 9,555 | 0.00 | 0.00 | -35 | -0.36 | 06-30-2024 |
| SYSCO CORP | COM | 52 | $1,180,668 | 16,538 | 0.00 | 0.00 | 1,046 | 6.75 | 06-30-2024 |
| FEDEX CORP | COM | 53 | $1,179,870 | 3,935 | 0.00 | 0.00 | 185 | 4.93 | 06-30-2024 |
| ONEOK INC NEW | COM | 54 | $1,167,796 | 14,320 | 0.00 | 0.00 | 160 | 1.13 | 06-30-2024 |
