Buckingham Strategic Wealth, LLC Closed Holding Positions

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024
Stock Closed Quarter Shares Sold Price Range Trade History
VTWV
Vanguard Russell 2000 Value Et

ETFs
Q1 2020 Filed on May 07, 2020
2,000
$62.87 - $112.81 $126K - $226K
NTRS
Northern Trust Corp

Financial Services
Q1 2020 Filed on May 07, 2020
3,586
$62.22 - $109.38 $223K - $392K
AOK
Ishares Tr Core Conservative A

ETFs
Q1 2020 Filed on May 07, 2020
8,705
$31.52 - $36.94 $274K - $322K
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q1 2020 Filed on May 07, 2020
7,208
$42.11 - $71.71 $304K - $517K
FTV
Fortive Corp

Technology
Q1 2020 Filed on May 07, 2020
3,072
$35.15 - $66.44 $108K - $204K
MAIN
Main Street Capital Corp

Financial Services
Q1 2020 Filed on May 07, 2020
5,027
$15.74 - $45.0 $79.1K - $226K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
Q1 2020 Filed on May 07, 2020
1,051
$32.1 - $54.4 $33.7K - $57.2K
BTO
John Hancock Financial Opportunities Fund

Financial Services
Q1 2020 Filed on May 07, 2020
6,573
$12.35 - $36.81 $81.2K - $242K
SFNC
Simmons First National Corp

Financial Services
Q1 2020 Filed on May 07, 2020
16,836
$15.22 - $26.87 $256K - $452K
VAW
Vanguard Materials ETF

ETFs
Q1 2020 Filed on May 07, 2020
1,689
$81.49 - $133.25 $138K - $225K
FDL
First Tr Morningstar Dividend

ETFs
Q1 2020 Filed on May 07, 2020
8,242
$19.15 - $32.68 $158K - $269K
VRSK
Verisk Analytics, Inc.

Industrials
Q1 2020 Filed on May 07, 2020
1,383
$121.18 - $171.56 $168K - $237K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2020 Filed on May 07, 2020
7,460
$22.51 - $42.68 $168K - $318K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
Q1 2020 Filed on May 07, 2020
8,626
$20.48 - $38.6 $177K - $333K
DGS
Wisdomtree Emerging Markets Sm

ETFs
Q1 2020 Filed on May 07, 2020
4,559
$29.43 - $48.44 $134K - $221K
PLUG
Plug Power Inc

Industrials
Q1 2020 Filed on May 07, 2020
10,000
$2.76 - $5.72 $27.6K - $57.2K
WRK
West Rock CO

Consumer Cyclical
Q1 2020 Filed on May 07, 2020
5,110
$22.08 - $43.68 $113K - $223K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
45,467
$5.83 - $8.31 $265K - $378K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
Q1 2020 Filed on May 07, 2020
27,061
$6.25 - $9.01 $169K - $244K
CX
Cemex Sab De Cv

Basic Materials
Q1 2020 Filed on May 07, 2020
10,208
$1.63 - $4.35 $16.6K - $44.4K
JPS
Nuveen Preferred & Income Securities Fund

Financial Services
Q1 2020 Filed on May 07, 2020
15,250
$4.92 - $10.44 $75K - $159K
AWP
Aberdeen Global Premier Properties Fund

Financial Services
Q1 2020 Filed on May 07, 2020
11,000
$3.2 - $6.99 $35.2K - $76.9K
Chesapeake Energy Corp
Q1 2020 Filed on May 07, 2020
45,410
N/A
MCHP
Microchip Technology Inc

Technology
Q1 2020 Filed on May 07, 2020
2,510
$27.89 - $55.6 $70K - $140K
Franklin Finl Network Inc
Q1 2020 Filed on May 07, 2020
6,064
N/A
Aqua America Inc
Q1 2020 Filed on May 07, 2020
7,442
N/A
MIN
Mfs Intermediate Income Trust

Financial Services
Q1 2020 Filed on May 07, 2020
10,535
$3.35 - $3.86 $35.3K - $40.7K
GTE
Gran Tierra Energy Inc.

Energy
Q4 2019 Filed on Feb 04, 2020
12,261
$0.94 - $1.29 $11.5K - $15.8K
UFCS
United Fire Group Inc

Financial Services
Q4 2019 Filed on Feb 04, 2020
4,399
$42.89 - $47.06 $189K - $207K
Arotech Corp
Q4 2019 Filed on Feb 04, 2020
34,882
N/A
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2019 Filed on Feb 04, 2020
20,933
N/A
Hcp Inc
Q4 2019 Filed on Feb 04, 2020
30,212
N/A
Bb&T Corp
Q4 2019 Filed on Feb 04, 2020
40,997
N/A
Goldman Sachs Mlp Energy Ren
Q4 2019 Filed on Feb 04, 2020
25,050
N/A
Medidata Solutions Inc
Q4 2019 Filed on Feb 04, 2020
45,742
N/A
ENR
Energizer Holdings, Inc.

Industrials
Q4 2019 Filed on Feb 04, 2020
11,317
$38.5 - $52.1 $436K - $590K
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
Q4 2019 Filed on Feb 04, 2020
6,800
$38.84 - $43.65 $264K - $297K
Ctrip Com Intl LTD
Q4 2019 Filed on Feb 04, 2020
8,753
N/A
Celgene Corp
Q4 2019 Filed on Feb 04, 2020
2,694
N/A
PSP
Invesco Exchange Traded Fd Tr

ETFs
Q4 2019 Filed on Feb 04, 2020
43,190
$11.39 - $12.97 $492K - $560K
Innerworkings Inc
Q4 2019 Filed on Feb 04, 2020
411,029
N/A
Wisdomtree Tr
Q3 2019 Filed on Nov 12, 2019
13,400
N/A
OLED
Universal Display Corp Pa

Technology
Q3 2019 Filed on Nov 12, 2019
1,796
$167.9 - $224.75 $302K - $404K
Blackstone Group L P
Q3 2019 Filed on Nov 12, 2019
16,564
N/A
FPX
First Trust Us Equity Opportun

ETFs
Q3 2019 Filed on Nov 12, 2019
2,101
$75.25 - $81.43 $158K - $171K
KEP
Korea Electric Power Corp

Utilities
Q3 2019 Filed on Nov 12, 2019
22,333
$10.24 - $11.79 $229K - $263K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q3 2019 Filed on Nov 12, 2019
5,985
$48.47 - $50.92 $290K - $305K
Tristate Cap Hldgs Inc
Q3 2019 Filed on Nov 12, 2019
10,000
N/A
MNA
Iq Merger Arbitrage ETF

ETFs
Q3 2019 Filed on Nov 12, 2019
13,605
$31.49 - $32.24 $428K - $439K
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