Buckingham Strategic Wealth, LLC J P Morgan Diversified Return Transaction History
Buckingham Strategic Wealth, LLC
- $8.98 Billion
- Q2 2024
Shares
3 transactions
Others Institutions Holding JPSE
# of Institutions
97Shares Held
8.05MCall Options Held
0Put Options Held
0-
Koss Olinger Consulting, LLC1.21MShares$59.9 Million5.09% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL781KShares$38.6 Million0.05% of portfolio
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Raymond James & Associates St Petersburg, FL564KShares$27.9 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC553KShares$27.3 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC485KShares$24 Million0.0% of portfolio