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
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
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