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 |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | MCAP VL IDXVIP | 351 | $1,006,828 | 6,458 | 0.00 | 0.00 | -3,938 | -37.88 | 03-31-2024 |
GOLDMAN SACHS GROUP INC | COM | 352 | $1,005,934 | 2,408 | 0.00 | 0.00 | 760 | 46.12 | 03-31-2024 |
WHITE MTNS INS GROUP LTD | COM | 353 | $997,631 | 556 | 0.00 | 556 | +Inf | 03-31-2024 | |
ENERGY TRANSFER L P | COM UT LTD PTN | 354 | $996,837 | 63,372 | 0.00 | 0.00 | 8,898 | 16.33 | 03-31-2024 |