Buckingham Strategic Partners New Holdings in Q3 2024

Buckingham Strategic Partners

  • $4.37 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
254K
New
$47.7 - $48.54 $12.1M - $12.3M
254K $12.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
97.4K
New
$114.73 - $120.23 $11.2M - $11.7M
97.4K $11.6M
SUB
Ishares Short Term National Mu

ETFs
47.4K
New
$104.3 - $106.3 $4.95M - $5.04M
47.4K $5.04M
NBHC
National Bank Holdings Corp

Financial Services
107K
New
$38.14 - $45.6 $4.07M - $4.87M
107K $4.5M
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
69.4K
New
$51.45 - $52.96 $3.57M - $3.68M
69.4K $3.67M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
53.7K
New
$47.01 - $48.2 $2.53M - $2.59M
53.7K $2.59M
VNQI
Vanguard Global Ex U.S. Real

ETFs
40.6K
New
$40.45 - $47.24 $1.64M - $1.92M
40.6K $1.91M
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
59.8K
New
$23.61 - $24.64 $1.41M - $1.47M
59.8K $1.46M
DFAR
Dimensional ETF Tr Dimensional

ETFs
56.6K
New
$21.91 - $26.03 $1.24M - $1.47M
56.6K $1.45M
DFIP
Dimensional ETF Tr Inflation P

ETFs
34.2K
New
$40.69 - $42.46 $1.39M - $1.45M
34.2K $1.44M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
45K
New
$25.38 - $26.27 $1.14M - $1.18M
45K $1.18M
SCHO
Schwab Short Term Us Treasury

ETFs
22.9K
New
$47.93 - $49.06 $1.1M - $1.12M
22.9K $1.12M
NHI
National Health Investors Inc

Real Estate
13.1K
New
$67.53 - $85.15 $883K - $1.11M
13.1K $1.1M
FMB
First Tr Exchange Traded Fd Ii

ETFs
20.8K
New
$51.0 - $52.05 $1.06M - $1.08M
20.8K $1.08M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
23.1K
New
$41.95 - $43.42 $971K - $1M
23.1K $1M
XSVM
Invesco S&P Smallcap Value Wit

ETFs
15.2K
New
$51.3 - $59.04 $781K - $899K
15.2K $837K
GLDM
World Gold Trust

ETFs
15.6K
New
$46.2 - $53.01 $719K - $825K
15.6K $811K
PDI
Pimco Dynamic Income Fund

Financial Services
39.5K
New
$18.7 - $20.25 $739K - $800K
39.5K $800K
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
25.6K
New
$27.8 - $29.26 $712K - $750K
25.6K $744K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
14K
New
$50.15 - $51.27 $700K - $715K
14K $715K
SCHP
Schwab Strategic Us Tips ETF

ETFs
13.3K
New
$51.58 - $53.79 $686K - $715K
13.3K $712K
ODFL
Old Dominion Freight Line, Inc.

Industrials
3.49K
New
$178.41 - $210.18 $623K - $734K
3.49K $693K
FTSL
First Trust Senior Ln Fund

ETFs
15K
New
$45.51 - $46.26 $684K - $696K
15K $690K
EMLP
First Tr Exchange Traded Iv

ETFs
19.7K
New
$30.38 - $34.0 $598K - $669K
19.7K $661K
CVNA
Carvana Co.

Consumer Cyclical
3.48K
New
$122.32 - $175.15 $426K - $610K
3.48K $605K
JEPI
J P Morgan Exchange Traded Fd

ETFs
10K
New
$54.98 - $59.51 $550K - $596K
10K $595K
AVB
Avalonbay Communities Inc

Real Estate
2.57K
New
$200.95 - $234.65 $516K - $603K
2.57K $578K
REET
Ishares Global Reit ETF

ETFs
20.8K
New
$23.07 - $27.17 $480K - $565K
20.8K $555K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
12.9K
New
$33.89 - $41.64 $438K - $538K
12.9K $514K
SLV
I Shares Silver Trust

ETFs
18K
New
$24.33 - $29.38 $439K - $530K
18K $512K
HYBB
Ishares Tr Bb Rated Corporate

ETFs
10.7K
New
$45.77 - $47.35 $487K - $504K
10.7K $504K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
18.1K
New
$24.59 - $27.83 $445K - $504K
18.1K $469K
SCHR
Schwab Intermediate Term Us Tr

ETFs
8.12K
New
$48.4 - $50.91 $393K - $413K
8.12K $410K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
8.49K
New
$44.83 - $47.42 $381K - $403K
8.49K $400K
RMD
Resmed Inc

Healthcare
1.63K
New
$186.94 - $252.92 $304K - $411K
1.63K $396K
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
14.5K
New
$25.19 - $26.39 $364K - $382K
14.5K $380K
SHV
Ishares Tr

ETFs
3.21K
New
$110.05 - $110.63 $353K - $355K
3.21K $355K
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
14K
New
$25.04 - $25.21 $351K - $354K
14K $353K
MMIT
Indexiq Active ETF Tr Iq Macka

ETFs
14.1K
New
$24.07 - $24.62 $339K - $347K
14.1K $346K
ENFR
Alerian Energy Infrastructure

ETFs
12.1K
New
$26.22 - $28.65 $316K - $346K
12.1K $340K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.56K
New
$50.52 - $50.95 $331K - $334K
6.56K $333K
XEL
Xcel Energy Inc

Utilities
5.07K
New
$52.11 - $65.3 $264K - $331K
5.07K $331K
PPG
Ppg Industries Inc

Basic Materials
2.48K
New
$118.32 - $134.55 $293K - $334K
2.48K $328K
CPT
Camden Property Trust

Real Estate
2.64K
New
$107.5 - $126.88 $283K - $334K
2.64K $325K
VPU
Vanguard Utilities ETF

ETFs
1.83K
New
$146.64 - $174.54 $269K - $320K
1.83K $318K
ITA
Ishares Tr

ETFs
2.13K
New
$131.58 - $149.64 $280K - $318K
2.13K $318K
WEC
Wec Energy Group, Inc.

Utilities
3.25K
New
$77.68 - $96.19 $252K - $313K
3.25K $312K
AMT
American Tower Corp

Real Estate
1.31K
New
$192.27 - $242.73 $251K - $317K
1.31K $303K
K
Kellogg CO

Consumer Defensive
3.73K
New
$56.19 - $80.81 $210K - $302K
3.73K $301K
Activity Summary
Buys All Purchases 540 New Holdings 142 Increased Positions 398 Sells All Sells 200 Reductions 200 Sold out 0 Options Calls 0 Puts 0
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