Buckingham Strategic Wealth, LLC Black Rock Science & Technology Trust Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$31.25 - $44.15 $182,468 - $257,791	-5,839 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$39.84 - $50.99 $5,936 - $7,597	149 Added 2.62%	5,839 $253,000
Q3 2021 Nov 10, 2021	BUY	$51.84 - $59.51 $6,739 - $7,736	130 Added 2.34%	5,690 $297,000
Q2 2021 Aug 06, 2021	BUY	$53.81 - $60.19 $21,254 - $23,775	395 Added 7.65%	5,560 $331,000
Q1 2021 Apr 30, 2021	BUY	$50.99 - $61.14 $263,363 - $315,788	5,165 New	5,165 $279,000

Others Institutions Holding BST

# of Institutions

127

Shares Held

7.11M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

1.34M
Shares

$49.3 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

577K
Shares

$21.3 Million
0.03% of portfolio
International Assets Investment Management, LLC Orlando, FL

551K
Shares

$20.4 Million
0.04% of portfolio
Invesco Ltd. Atlanta, GA

493K
Shares

$18.2 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

467K
Shares

$17.2 Million
0.0% of portfolio

About BlackRock Science & Technology Trust

Ticker BST
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
BlackRock Science and Technology Trust is a closed ended equity mutual fund launched by BlackRock, Inc. The fund is managed by BlackRock Advisors, LLC. It invests directly and indirectly through derivative such as options in public equity markets of countries across the globe. The fund seeks to invest in stocks of companies operating across the ...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Buckingham Strategic Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.