Buckingham Strategic Wealth, LLC Jp Morgan Diversified Return I Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$48.25 - $57.14 $482 - $571	-10 Reduced 0.16%	6,296 $307,000
Q4 2021 Feb 09, 2022	SELL	$58.11 - $61.62 $80,366 - $85,220	-1,383 Reduced 17.99%	6,306 $373,000
Q3 2021 Nov 10, 2021	SELL	$60.31 - $64.02 $44,569 - $47,310	-739 Reduced 8.77%	7,689 $464,000
Q2 2021 Aug 06, 2021	SELL	$61.55 - $64.56 $159,229 - $167,016	-2,587 Reduced 23.49%	8,428 $526,000
Q1 2021 Apr 30, 2021	SELL	$58.26 - $61.7 $626,528 - $663,521	-10,754 Reduced 49.4%	11,015 $672,000
Q4 2020 Feb 16, 2021	SELL	$49.86 - $58.47 $792,175 - $928,971	-15,888 Reduced 42.19%	21,769 $1.27 Million
Q3 2020 Nov 12, 2020	BUY	$49.59 - $53.56 $1.87 Million - $2.02 Million	37,657 New	37,657 $1.94 Million

Others Institutions Holding JPIN

# of Institutions

101

Shares Held

20M

Call Options Held

0

Put Options Held

0

International Assets Investment Management, LLC Orlando, FL

15.8M
Shares

$858 Million
0.75% of portfolio
Ubs Group Ag

618K
Shares

$33.5 Million
0.01% of portfolio
Wealth Enhancement Advisory Services, LLC

584K
Shares

$31.7 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

419K
Shares

$22.7 Million
0.0% of portfolio
Morgan Stanley New York, NY

325K
Shares

$17.6 Million
0.0% of portfolio

About JP MORGAN DIVERSIFIED RETURN I

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