Buckingham Strategic Wealth, LLC Spdr Nuveen Bloomberg Municipa Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	BUY	$45.07 - $47.95 $6,354 - $6,760	141 Added 3.2%	4,554 $209,000
Q1 2022 May 10, 2022	BUY	$47.75 - $51.66 $1,528 - $1,653	32 Added 0.73%	4,413 $211,000
Q4 2021 Feb 09, 2022	BUY	$51.25 - $51.8 $1,127 - $1,139	22 Added 0.5%	4,381 $227,000
Q3 2021 Nov 10, 2021	BUY	$51.57 - $52.51 $154 - $157	3 Added 0.07%	4,359 $225,000
Q2 2021 Aug 06, 2021	SELL	$51.61 - $52.39 $361 - $366	-7 Reduced 0.16%	4,356 $227,000
Q1 2021 Apr 30, 2021	BUY	$51.39 - $52.66 $224,214 - $229,755	4,363 New	4,363 $225,000
Q3 2020 Nov 12, 2020	SELL	$51.6 - $52.7 $205,264 - $209,640	-3,978 Closed	0 $0
Q2 2020 Aug 03, 2020	SELL	$48.59 - $51.81 $18,367 - $19,584	-378 Reduced 8.68%	3,978 $206,000
Q1 2020 May 07, 2020	SELL	$44.31 - $52.43 $54,501 - $64,488	-1,230 Reduced 22.02%	4,356 $218,000
Q4 2019 Feb 04, 2020	BUY	$50.2 - $51.05 $280,417 - $285,165	5,586 New	5,586 $283,000

Others Institutions Holding TFI

# of Institutions

323

Shares Held

67.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

18M
Shares

$819 Million
0.07% of portfolio
Morgan Stanley New York, NY

11.5M
Shares

$524 Million
0.04% of portfolio
Betterment LLC New York, NY

6.85M
Shares

$312 Million
0.77% of portfolio
Northwestern Mutual Wealth Management CO

4.6M
Shares

$209 Million
0.19% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.55M
Shares

$162 Million
0.07% of portfolio

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