Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BUCKINGHAM STRATEGIC PARTNERS LLC | 05-15-2024 | 03-31-2024 | 603 | 3,459,035,928 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MCDONALDS CORP | COM | 101 | $4,157,628 | 14,745 | 0.00 | 0.00 | 8,443 | 133.97 | 03-31-2024 |
UNION PAC CORP | COM | 102 | $4,103,888 | 16,687 | 0.00 | 0.00 | 12,940 | 345.34 | 03-31-2024 |
LPL FINL HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 17,865 | +Inf | 03-31-2024 | |
ISHARES TR | SHRT NAT MUN ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -13,750 | -26.33 | 03-31-2024 |