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
ECL
Ecolab Inc.

Basic Materials
Q3 2019 Filed on Nov 12, 2019
1,029
$192.11 - $208.57 $198K - $215K
RZV
Invesco Fd Tr

ETFs
Q3 2019 Filed on Nov 12, 2019
10,541
$55.86 - $65.95 $589K - $695K
L3 Technologies Inc
Q3 2019 Filed on Nov 12, 2019
1,353
N/A
Total Sys Svcs Inc
Q3 2019 Filed on Nov 12, 2019
1,855
N/A
EDV
Vanguard Extended Duration Tre

ETFs
Q3 2019 Filed on Nov 12, 2019
6,802
$133.45 - $142.74 $908K - $971K
Dowdupont Inc
Q2 2019 Filed on Aug 05, 2019
29,434
N/A
AAXJ
Ishares Msci All Country Asia

ETFs
Q2 2019 Filed on Aug 05, 2019
2,975
$65.35 - $73.4 $194K - $218K
Prospect Capital Corporation
Q2 2019 Filed on Aug 05, 2019
145,000
N/A
OLP
One Liberty Properties Inc

Real Estate
Q2 2019 Filed on Aug 05, 2019
7,355
$26.39 - $31.38 $194K - $231K
Fuelcell Energy Inc
Q2 2019 Filed on Aug 05, 2019
20,000
N/A
Bmc Stk Hldgs Inc
Q2 2019 Filed on Aug 05, 2019
10,000
N/A
NMR
Nomura Holdings Inc

Financial Services
Q2 2019 Filed on Aug 05, 2019
28,585
$3.05 - $3.94 $87.2K - $113K
PSEC
Prospect Capital Corp

Financial Services
Q2 2019 Filed on Aug 05, 2019
12,000
$6.24 - $6.83 $74.9K - $82K
Anadarko Pete Corp
Q2 2019 Filed on Aug 05, 2019
5,019
N/A
Cas Med Sys Inc
Q1 2019 Filed on May 02, 2019
11,200
N/A
HMNY
Helios And Matheson Analytics Inc.

Technology
Q1 2019 Filed on May 02, 2019
23,000
N/A
Prospect Capital Corporation
Q1 2019 Filed on May 02, 2019
10,000
N/A
Fs Kkr Capital Corp
Q1 2019 Filed on May 02, 2019
50,990
N/A
EQR
Equity Residential

Real Estate
Q1 2019 Filed on May 02, 2019
29,834
$63.76 - $75.63 $1.9M - $2.26M
Navios Maritime Holdings Inc
Q1 2019 Filed on May 02, 2019
20,630
N/A
Aetna Inc New
Q4 2018 Filed on Feb 11, 2019
1,786
N/A
Enbridge Energy Management L
Q4 2018 Filed on Feb 11, 2019
12,250
N/A
FFBC
First Financial Bancorp

Financial Services
Q4 2018 Filed on Feb 11, 2019
7,836
$22.4 - $29.58 $176K - $232K
Express Scripts Hldg CO
Q4 2018 Filed on Feb 11, 2019
6,251
N/A
Praxair Inc
Q4 2018 Filed on Feb 11, 2019
4,083
N/A
VBTX
Veritex Holdings, Inc.

Financial Services
Q4 2018 Filed on Feb 11, 2019
8,449
$20.58 - $30.78 $174K - $260K
Spectra Energy Partners LP
Q4 2018 Filed on Feb 11, 2019
7,000
N/A
Rockwell Collins Inc
Q4 2018 Filed on Feb 11, 2019
1,427
N/A
Obsidian Energy LTD
Q4 2018 Filed on Feb 11, 2019
15,000
N/A
Energy Transfer Partners LP
Q4 2018 Filed on Feb 11, 2019
15,472
N/A
UBSI
United Bankshares Inc

Financial Services
Q3 2018 Filed on Nov 02, 2018
30,120
$35.3 - $39.75 $1.06M - $1.2M
TTWO
Take Two Interactive Software Inc

Communication Services
Q3 2018 Filed on Nov 02, 2018
1,839
$112.24 - $137.99 $206K - $254K
RS
Reliance Steel & Aluminum CO

Basic Materials
Q3 2018 Filed on Nov 02, 2018
3,013
$84.85 - $92.7 $256K - $279K
WY
Weyerhaeuser CO

Real Estate
Q3 2018 Filed on Nov 02, 2018
6,040
$32.27 - $37.27 $195K - $225K
UMC
United Microelectronics Corp

Technology
Q3 2018 Filed on Nov 02, 2018
14,877
$2.45 - $2.96 $36.4K - $44K
LH
Laboratory Corp Of America Holdings

Healthcare
Q3 2018 Filed on Nov 02, 2018
1,558
$167.67 - $188.27 $261K - $293K
Invesco Exch Trd Slf Idx Fd
Q3 2018 Filed on Nov 02, 2018
19,184
N/A
Access Natl Corp
Q3 2018 Filed on Nov 02, 2018
58,848
N/A
Invesco Exch Trd Slf Idx Fd
Q3 2018 Filed on Nov 02, 2018
10,585
N/A
Invesco Exch Trd Slf Idx Fd
Q3 2018 Filed on Nov 02, 2018
17,040
N/A
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2018 Filed on Nov 02, 2018
14,250
N/A
BSCN
Invesco Et Self Idxd Fd Tr Bul

ETFs
Q3 2018 Filed on Nov 02, 2018
13,320
$20.17 - $20.35 $269K - $271K
Unilever N V
Q2 2018 Filed on Aug 13, 2018
6,633
N/A
Monsanto CO New
Q2 2018 Filed on Aug 13, 2018
5,659
N/A
Powershares ETF Trust
Q2 2018 Filed on Aug 13, 2018
2,945
N/A
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
Q2 2018 Filed on Aug 13, 2018
14,914
$5.57 - $6.82 $83.1K - $102K
Powershares Qqq Trust
Q2 2018 Filed on Aug 13, 2018
10,823
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 13, 2018
7,425
N/A
Powershares ETF Tr Ii
Q2 2018 Filed on Aug 13, 2018
11,254
N/A
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