Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BUCKLEY WEALTH MANAGEMENT LLC | 01-18-2024 | 12-31-2023 | 101 | 288,054,724 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ACCENTURE PLC IRELAND | SHS CLASS A | 51 | $1,081,856 | 3,083 | 0.00 | 0.00 | -65 | -2.06 | 12-31-2023 |
| EATON CORP PLC | SHS | 52 | $1,074,057 | 4,460 | 0.00 | 4,460 | +Inf | 12-31-2023 | |
| MASTERCARD INCORPORATED | CL A | 53 | $1,062,032 | 2,490 | 0.00 | 0.00 | -100 | -3.86 | 12-31-2023 |
| WILLIAMS COS INC | COM | 54 | $1,054,130 | 30,265 | 0.00 | 0.00 | -600 | -1.94 | 12-31-2023 |
