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 | ESG AW MSCI EAFE | 501 | $356,882 | 5,429 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| WILLIAMS COS INC | COM | 502 | $356,194 | 10,827 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| SIMON PPTY GROUP INC NEW | COM | 503 | $354,840 | 3,020 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| FIDELITY NATL INFORMATION SV | COM | 504 | $354,516 | 5,225 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
