Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCKINGHAM STRATEGIC WEALTH LLC | 05-11-2023 | 03-31-2023 | 628 | 5,500,224,847 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CALIF MUN BD ETF | 301 | $899,051 | 16,023 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| PROCEPT BIOROBOTICS CORP | COM | 302 | $889,164 | 21,405 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| KEYSIGHT TECHNOLOGIES INC | COM | 303 | $866,641 | 5,066 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| ISHARES TR | GLOBAL REIT ETF | 304 | $861,895 | 37,952 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
