Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BUCKINGHAM STRATEGIC WEALTH LLC | 05-09-2024 | 03-31-2024 | 762 | 9,473,927,887 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
WELLS FARGO CO NEW | COM | 201 | $3,065,851 | 53,008 | 0.00 | 0.00 | 9,442 | 21.67 | 03-31-2024 |
CADENCE DESIGN SYSTEM INC | COM | 202 | $3,048,354 | 9,793 | 0.00 | 0.00 | -627 | -6.02 | 03-31-2024 |
VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 203 | $2,949,943 | 25,248 | 0.00 | 0.00 | -420 | -1.64 | 03-31-2024 |
LINDE PLC | SHS | 204 | $2,938,296 | 6,328 | 0.00 | 6,328 | +Inf | 03-31-2024 |