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  Name: Buckingham Strategic Partners
  City: SAINT LOUIS
  State: MO
  Zip: 63105
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $3,459,032,000
  Total Value Change : $1,374,385,000
  Securities Held Change : 193
   
All Securities Held : 603
  New Positions : 195
  Closed Positions : 43
  Increased Positions : 339
  Unchanged Positions : 6
  Decreased Positions : 63

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Holdings Found : 42     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (SBR)1 Year Chart         SBR Sabine Royalty Trust 635 Closed $64.10 $0 0 0% -208,000 -3,058 0    Diversified Investments
   (SCHO)1 Year Chart         SCHO Schwab Short-Term U.S. Tre... 621 Closed $48.01 $0 0 0% -222,000 -4,576 0    N/A
   (NVG)1 Year Chart         NVG Nuveen Insured Dividend Adv... 608 Closed $11.98 $0 0 0% -267,000 -22,554 0    Closed - End Fund - Debt
   (NHI)1 Year Chart         NHI National Health Investors Inc 641 Closed $66.51 $0 0 0% -266,000 -4,771 0    REIT - Healthcare Fac...
   (SCHP)1 Year Chart         SCHP Schwab U.S. Tips Etf 627 Closed $51.85 $0 0 0% -790,000 -15,125 0    N/A
   (AGNC)1 Year Chart         AGNC AGNC Investment Corp 614 Closed $9.90 $0 0 0% -124,000 -12,606 0    REIT - Housing/Apartm...
   (SHYG)1 Year Chart         SHYG Ishares 0 5 Year High Yield... 634 Closed $42.23 $0 0 0% -721,000 -17,089 0    N/A
   (TGT)1 Year Chart         TGT Target Corp 620 Closed $160.13 $0 0 0% -708,000 -4,974 0    Discount, Variety Stores
   (AVO)1 Year Chart         AVO Mission Produce, Inc. 607 Closed $0.00 $0 0 0% -3,952,000 -391,629 0    N/A
   (ITE)1 Year Chart         ITE Spdr Brcly Cap Intrmd Trm 640 Closed $27.86 $0 0 0% -921,000 -32,256 0    Closed - End Fund - E...
   (FSCO)1 Year Chart         FSCO Fs Global Credit Opportunit... 626 Closed $6.17 $0 0 0% -179,000 -31,602 0    N/A
   (AWK)1 Year Chart         AWK American Water Works Compan... 613 Closed $133.76 $0 0 0% -205,000 -1,554 0    Multi Utilities
   (GIM)1 Year Chart         GIM Templeton Global Income Fund 646 Closed $3.89 $0 0 0% -169,000 -44,697 0    Closed - End Fund - F...
   (AOK)1 Year Chart         AOK iShares Trust 632 Closed $36.73 $0 0 0% -386,000 -10,689 0    Closed - End Fund - Debt
   (VNQI)1 Year Chart         VNQI Vanguard Global Ex-US Real ... 619 Closed $43.06 $0 0 0% -445,000 -10,455 0    Closed - End Fund - E...
   (STPZ)1 Year Chart         STPZ Pimco ETF Trust 606 Closed $51.52 $0 0 0% -3,661,000 -71,578 0    Closed - End Fund - Debt
   (SLV)1 Year Chart         SLV iShares Silver Trust ETF 639 Closed $28.79 $0 0 0% -268,000 -12,309 0    Closed - End Fund - E...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 625 Closed $451.76 $0 0 0% -9,043,000 -22,081 0    Closed - End Fund - Debt
   (RTX)1 Year Chart         RTX RTX Corp 612 Closed $101.02 $0 0 0% -442,000 -5,258 0    Conglomerates
   (REET)1 Year Chart         REET Ishares Global Reit 645 Closed $23.54 $0 0 0% -938,000 -38,778 0    N/A
   (DFAR)1 Year Chart         DFAR Dfa Dimensional Us Real Est... 631 Closed $0.00 $0 0 0% -711,000 -31,265 0    N/A
   (VPL)1 Year Chart         VPL Vanguard Pacific Stock Vipers 618 Closed $75.15 $0 0 0% -2,094,000 -29,064 0    Closed - End Fund - E...
   (COMT)1 Year Chart         COMT iShares Commodities Select ... 605 Closed $27.51 $0 0 0% -381,000 -15,189 0    N/A
   (NIM)1 Year Chart         NIM Nuveen Select Maturities Mu... 638 Closed $8.95 $0 0 0% -97,000 -10,958 0    Closed - End Fund - Debt
   (VGM)1 Year Chart         VGM Invesco Van Kampen Tr For 624 Closed $9.86 $0 0 0% -176,000 -17,768 0    Closed - End Fund - Debt
   (VCLT)1 Year Chart         VCLT Vanguard Long-Term Corpora 611 Closed $76.28 $0 0 0% -314,000 -3,920 0    Closed - End Fund - Debt
   (FPE)1 Year Chart         FPE First Trust Preferred Secur... 644 Closed $17.40 $0 0 0% -371,000 -22,011 0    N/A
   (SUB)1 Year Chart         SUB iShares S&P S/T Natnl AMT-F... 630 Closed $104.63 $0 0 0% -4,057,000 -38,479 0    Closed - End Fund - Debt
   (VGK)1 Year Chart         VGK Vanguard European Stock VIPERS 617 Closed $70.09 $0 0 0% -1,866,000 -28,936 0    Closed - End Fund - E...
   (AOA)1 Year Chart         AOA iShares Trust 604 Closed $74.24 $0 0 0% -271,000 -3,922 0    Closed - End Fund - Debt
   (PSN)1 Year Chart         PSN Parsons Corp 637 Closed $76.51 $0 0 0% -1,059,000 -16,887 0    N/A
   (AVB)1 Year Chart         AVB AvalonBay Communities 623 Closed $198.89 $0 0 0% -291,000 -1,552 0    REIT - Housing/Apartm...
   (DIV)1 Year Chart         DIV Hancock John Patriot Select... 610 Closed $17.58 $0 0 0% -237,000 -13,780 0    Closed - End Fund - Debt
   (DHY)1 Year Chart         DHY Credit Suisse High Yield Bo... 643 Closed $2.04 $0 0 0% -53,000 -26,690 0    Closed - End Fund - Debt
   (CWBC)1 Year Chart         CWBC Community West Bancshares 629 Closed $18.70 $0 0 0% -544,000 -31,260 0    Domestic Regional Banks
   (NCZ)1 Year Chart         NCZ Virtus Allianzgi Convertibl... 616 Closed $2.89 $0 0 0% -38,000 -12,888 0    Closed - End Fund - Debt
   (GLDM)1 Year Chart         GLDM Spdr Gold Minishares Trust 636 Closed $47.92 $0 0 0% -631,000 -15,423 0    N/A
   (SCHR)1 Year Chart         SCHR Schwab Intermediate-Term U.... 622 Closed $48.50 $0 0 0% -224,000 -4,512 0    N/A
   (DFIP)1 Year Chart         DFIP Dfa Dimensional Inflation-p... 609 Closed $0.00 $0 0 0% -221,000 -5,350 0    N/A
   (SHM)1 Year Chart         SHM Spdr Brcly Cap Shrt Trm Mu 642 Closed $47.21 $0 0 0% -2,169,000 -45,376 0    Closed - End Fund - E...
   (DFNM)1 Year Chart         DFNM Dfa Dimensional National Mu... 628 Closed $0.00 $0 0 0% -3,861,000 -79,589 0    N/A
   (LPLA)1 Year Chart         LPLA LPL Investment Holdings Inc 615 Closed $267.77 $0 0 0% -4,066,000 -17,865 0    Investment Brokerage ...

      42 Records Found
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