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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | DJ REIT ETF | 501 | $486,932 | 5,166 | 0.00 | 0.00 | 1,332 | 34.74 | 03-31-2024 |
| AMERICAN WTR WKS CO INC NEW | COM | 502 | $485,310 | 3,971 | 0.00 | 0.00 | -1,232 | -23.68 | 03-31-2024 |
| CHARTER COMMUNICATIONS INC N | CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| M & T BK CORP | COM | 504 | $482,515 | 3,318 | 0.00 | 0.00 | 196 | 6.28 | 03-31-2024 |
