Buckingham Strategic Wealth, LLC First Tr Morningstar Dividend Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
Shares
2 transactions
Others Institutions Holding FDL
# of Institutions
426Shares Held
68.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC9.11MShares$393 Million0.15% of portfolio
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Morgan Stanley New York, NY6.99MShares$301 Million0.02% of portfolio
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Raymond James Financial Inc St. Petersburg, FL3.16MShares$136 Million0.05% of portfolio
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Ameriprise Financial Inc Minneapolis, MN3.01MShares$130 Million0.03% of portfolio
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Wells Fargo & Company San Francisco, CA2.74MShares$118 Million0.03% of portfolio