Buckingham Strategic Wealth, LLC Wisdomtree Tr U.S. Midcap Divi Transaction History
Buckingham Strategic Wealth, LLC
- $8.81 Billion
- Q1 2024
Shares
5 transactions
Others Institutions Holding DON
# of Institutions
442Shares Held
39.3MCall Options Held
500Put Options Held
0-
Bank Of America Corp Charlotte, NC4.53MShares$211 Million0.02% of portfolio
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Morgan Stanley New York, NY2.6MShares$121 Million0.01% of portfolio
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Linscomb & Williams, Inc. Houston, TX1.9MShares$88.4 Million4.77% of portfolio
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Lpl Financial LLC Fort Mill, SC1.81MShares$84.1 Million0.05% of portfolio
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Creative Planning Overland Park, KS1.61MShares$74.8 Million0.09% of portfolio