Buckingham Strategic Wealth, LLC Purchases in Q2 2024

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
TFC
Truist Financial Corp

Financial Services
583
+ 1.04%
$35.41 - $40.18 $20.6K - $23.4K
56.7K $2.2M
EWX
Spdr S&P Emerging Markets Smal

ETFs
1
+ 0.01%
$54.71 - $59.06 $54.7 - $59.1
7.13K $412K
EBAY
Ebay Inc

Consumer Cyclical
192
+ 3.68%
$49.38 - $54.55 $9.48K - $10.5K
5.41K $290K
KBH
Kb Home

Consumer Cyclical
252
+ 5.92%
$60.41 - $74.34 $15.2K - $18.7K
4.51K $316K
SCHO
Schwab Short Term Us Treasury

ETFs
442
+ 0.58%
$47.75 - $48.13 $21.1K - $21.3K
76.5K $3.68M
JHG
Janus Henderson Group PLC

Financial Services
179
+ 2.02%
$30.47 - $34.79 $5.45K - $6.23K
9.04K $304K
K
Kellogg CO

Consumer Defensive
176
+ 2.17%
$55.4 - $62.56 $9.75K - $11K
8.3K $478K
CM
Canadian Imperial Bank Of Commerce

Financial Services
634
+ 11.6%
$46.69 - $50.6 $29.6K - $32.1K
6.1K $289K
DGX
Quest Diagnostics Inc

Healthcare
30
+ 1.3%
$125.91 - $144.34 $3.78K - $4.33K
2.35K $320K
ABUS
Arbutus Biopharma Corp

Healthcare
100
+ 0.56%
$2.52 - $3.63 $252 - $363
17.8K $55K
ASX
Ase Technology Holding Co., Ltd.

Technology
308
+ 2.04%
$9.91 - $11.94 $3.05K - $3.68K
15.4K $175K
SAP
Sap Se

Technology
3
+ 0.25%
$175.77 - $201.71 $527 - $605
1.22K $246K
HTBK
Heritage Commerce Corp

Financial Services
795
+ 5.3%
$7.78 - $8.7 $6.19K - $6.92K
15.8K $137K
CTSH
Cognizant Technology Solutions Corp

Technology
394
+ 11.86%
$64.26 - $71.84 $25.3K - $28.3K
3.72K $252K
NOC
Northrop Grumman Corp

Industrials
134
+ 11.74%
$423.42 - $488.06 $56.7K - $65.4K
1.28K $555K
EIX
Edison International

Utilities
78
+ 2.66%
$66.81 - $76.85 $5.21K - $5.99K
3.01K $215K
UBER
Uber Technologies, Inc

Technology
317
+ 9.52%
$63.52 - $77.16 $20.1K - $24.5K
3.65K $264K
BLK
Black Rock Inc.

Financial Services
61
+ 6.89%
$747.3 - $826.77 $45.6K - $50.4K
946 $744K
GVI
Ishares Tr

ETFs
97
+ 0.87%
$102.13 - $104.03 $9.91K - $10.1K
11.3K $1.17M
SR
Spire Inc

Utilities
161
+ 2.14%
$58.14 - $63.24 $9.36K - $10.2K
7.67K $465K
RWT
Redwood Trust Inc

Real Estate
237
+ 1.37%
$5.49 - $6.68 $1.3K - $1.58K
17.6K $114K
MDLZ
Mondelez International, Inc.

Consumer Defensive
1.16K
+ 7.3%
$65.44 - $71.94 $75.6K - $83.2K
17K $1.11M
HLN
Haleon PLC

Healthcare
798
+ 7.4%
$8.01 - $8.64 $6.39K - $6.89K
11.6K $95K
A
Agilent Technologies, Inc.

Healthcare
1.03K
+ 12.56%
$129.63 - $154.64 $133K - $159K
9.22K $1.2M
INFN
Infinera Corp

Technology
81
+ 0.54%
$4.54 - $6.5 $368 - $527
15K $91K
BFI
Burger Fi International, Inc.

Consumer Cyclical
10.3K
New
$0.2 - $0.6 $2.06K - $6.19K
10.3K $2K
DAL
Delta Air Lines, Inc.

Industrials
53
+ 1.26%
$45.88 - $53.26 $2.43K - $2.82K
4.27K $202K
FVD
First Tr Value Line Divid Inde

ETFs
448
+ 4.05%
$39.94 - $42.43 $17.9K - $19K
11.5K $468K
PPL
Ppl Corp

Utilities
6
+ 0.06%
$26.01 - $29.84 $156 - $179
9.29K $256K
Surf Air Mobility Inc
3.11M
New
N/A
3.11M $0
Thomson Reuters Corp.
1.31K
New
N/A
1.31K $0
ILCG
Ishares Morningstar Growth ETF
99
+ 1.47%
N/A
6.81K $0
Linde PLC
19
+ 0.3%
N/A
6.35K $0
DFSU
Dimensional ETF Tr Dimen Us Su
23.7K
+ 13.61%
N/A
197K $0
Jacobs Solutions Inc
394
+ 14.65%
N/A
3.08K $0
BHRB
Burke Herbert Finl Svcs Corp C
5.14K
New
N/A
5.14K $0
USRT
Ishares Core U.S. Reit ETF

ETFs
14
+ 0.33%
$49.35 - $53.7 $691 - $752
4.32K $231K
Ge Healthcare Technologies I
31
+ 0.79%
N/A
3.96K $0
BFB
Brown Forman Corp Cl B
201
+ 3.29%
N/A
6.32K $0
Ge Vernova Inc
3.13K
New
N/A
3.13K $0
Ea Series Trust
1.5M
+ 5.43%
N/A
29.2M $0
Manager Directed Portfolios
6.12K
+ 9.99%
N/A
67.4K $0
Dimensional ETF Trust
370K
+ 18.12%
N/A
2.41M $0
Dimensional ETF Trust
10K
+ 10.36%
N/A
107K $0
D
Dominion Energy, Inc

Utilities
49
+ 0.39%
$46.86 - $53.94 $2.3K - $2.64K
12.5K $612K
DFSE
Dimensional ETF Tr Dimen Emrgn
812
+ 6.77%
N/A
12.8K $0
CRH.L
Crh PLC

Basic Materials
1.31K
+ 40.61%
N/A
4.53K $0
Bitwise Bitcoin ETF Tr
7.3K
New
N/A
7.3K $0
DFSI
Dimensional ETF Tr Dimen Intl
1.23K
+ 4.92%
N/A
26.3K $0
Activity Summary
Buys All Purchases 384 New Holdings 56 Increased Positions 328 Sells All Sells 314 Reductions 314 Sold out 0 Options Calls 35 Puts 3
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