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 |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC | COM | 251 | $2,004,520 | 6,656 | 0.00 | 0.00 | 1,679 | 33.74 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | ENHANCED LARGE | 252 | $1,996,621 | 67,682 | 0.00 | 67,682 | +Inf | 03-31-2024 | |
| DANAHER CORPORATION | COM | 253 | $1,979,289 | 7,926 | 0.00 | 0.00 | 1,842 | 30.28 | 03-31-2024 |
| ISHARES TR | S&P MC 400VL ETF | 254 | $1,934,370 | 16,353 | 0.00 | 0.00 | -5,148 | -23.94 | 03-31-2024 |
