Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH LLC | 05-09-2024 | 03-31-2024 | 762 | 9,473,927,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 101 | $10,673,472 | 37,856 | 0.00 | 0.00 | -1,604 | -4.06 | 03-31-2024 |
| ABBOTT LABS | COM | 102 | $10,054,488 | 88,461 | 0.00 | 0.00 | 2,375 | 2.76 | 03-31-2024 |
| ISHARES TR | MSCI USA VALUE | 103 | $9,890,749 | 91,319 | 0.00 | 0.00 | 33,924 | 59.11 | 03-31-2024 |
| BROADCOM INC | COM | 104 | $9,504,818 | 7,171 | 0.00 | 0.00 | 1,875 | 35.40 | 03-31-2024 |
