Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCKLEY WEALTH MANAGEMENT LLC | 01-18-2024 | 12-31-2023 | 101 | 288,054,724 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 101 | $603,873 | 11,836 | 0.00 | 0.00 | -97 | -0.81 | 12-31-2023 |
| EXTRA SPACE STORAGE INC | COM | 102 | $593,061 | 3,699 | 0.00 | 0.00 | -189 | -4.86 | 12-31-2023 |
| CVS HEALTH CORP | COM | 103 | $582,251 | 7,374 | 0.00 | 0.00 | -96 | -1.29 | 12-31-2023 |
| BLACKROCK INC | COM | 104 | $560,954 | 691 | 0.00 | 0.00 | -41 | -5.60 | 12-31-2023 |
