Buckingham Strategic Wealth, LLC Ishares Tr Core Conservative A Transaction History
Buckingham Strategic Wealth, LLC
- $8.81 Billion
- Q1 2024
Shares
5 transactions
Others Institutions Holding AOK
# of Institutions
157Shares Held
5.56MCall Options Held
0Put Options Held
0-
Atlas Capital Advisors LLC San Francisco, CA519KShares$19.1 Million2.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC449KShares$16.5 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$14.9 Million1.12% of portfolio
-
Black Rock Inc. New York, NY321KShares$11.8 Million0.0% of portfolio
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Lido Advisors, LLC Los Angeles, CA284KShares$10.4 Million0.06% of portfolio