Buckingham Strategic Wealth, LLC First Tr Fd Dow Jones Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 14, 2024	BUY	$147.79 - $188.39 $171,436 - $218,532	1,160 New	1,160 $216,000
Q3 2021 Nov 10, 2021	SELL	$235.18 - $252.25 $202,725 - $217,439	-862 Closed	0 $0
Q2 2021 Aug 06, 2021	SELL	$210.08 - $246.6 $120,585 - $141,548	-574 Reduced 39.97%	862 $211,000
Q4 2020 Feb 16, 2021	SELL	$186.35 - $219.82 $5,404 - $6,374	-29 Reduced 1.98%	1,436 $305,000
Q3 2020 Nov 12, 2020	BUY	$174.48 - $206.48 $255,613 - $302,493	1,465 New	1,465 $276,000
Q2 2020 Aug 03, 2020	SELL	$117.99 - $172.68 $246,009 - $360,037	-2,085 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$107.38 - $154.58 $55,085 - $79,299	513 Added 32.63%	2,085 $258,000
Q4 2019 Feb 04, 2020	SELL	$129.54 - $140.43 $10,233 - $11,093	-79 Reduced 4.78%	1,572 $219,000
Q3 2019 Nov 12, 2019	BUY	$133.68 - $151.35 $220,705 - $249,878	1,651 New	1,651 $222,000
Q2 2019 Aug 05, 2019	SELL	$132.96 - $149.21 $218,719 - $245,450	-1,645 Closed	0 $0
Q1 2019 May 02, 2019	BUY	$114.08 - $142.11 $187,661 - $233,770	1,645 New	1,645 $228,000
Q4 2018 Feb 11, 2019	SELL	$107.21 - $140.59 $173,894 - $228,036	-1,622 Closed	0 $0
Q3 2018 Nov 02, 2018	SELL	$135.4 - $147.65 $10,832 - $11,812	-80 Reduced 4.7%	1,622 $230,000
Q2 2018 Aug 13, 2018	BUY	$117.23 - $144.91 $199,525 - $246,636	1,702 New	1,702 $234,000

Others Institutions Holding FDN

# of Institutions

537

Shares Held

15.9M

Call Options Held

96.2K

Put Options Held

26.7K

About FIRST TR FD DOW JONES

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