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Buckingham Strategic Wealth’s Siebert Financial SIEB Stock Holding History

Buckingham Strategic Wealth’s Portfolio SIEB Stock Details SIEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$64K Hold
36,800
– – ﹤0.01% 748
2024
Q1 		$77.6K Buy
+36,800
New +$65.9K ﹤0.01% 735

Other funds holding SIEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Buckingham Strategic Wealth's SIEB Position: Q2 2024 in Review

Buckingham Strategic Wealth held its Siebert Financial (SIEB) position steady in Q2 2024 at 36,800 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Buckingham Strategic Wealth first reported a position in SIEB in Q1 2024 and has held it in 2 quarters since. The position peaked at $77.6K in Q1 2024. 18 funds tracked by Wall St. Rank hold SIEB as of Q2 2024.

  • Buckingham Strategic Wealth held 36,800 shares of Siebert Financial worth $64K as of Q2 2024.
  • Buckingham Strategic Wealth left its Siebert Financial share count unchanged in Q2 2024.
  • Siebert Financial made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #748 holding.
  • Buckingham Strategic Wealth first reported a position in Siebert Financial in Q1 2024 and has held it in 2 quarters since.
  • Buckingham Strategic Wealth's Siebert Financial position peaked at $77.6K in Q1 2024.
  • 18 funds tracked by Wall St. Rank held Siebert Financial as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.