Smith Shellnut Wilson LLC Vanguard Extended Duration Tre Transaction History

Smith Shellnut Wilson LLC

$257 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 12, 2020	SELL	$162.52 - $176.59 $4,225 - $4,591	-26 Closed	0 $0
Q2 2020 Aug 26, 2020	BUY	$155.69 - $176.87 $4,047 - $4,598	26 New	26 $4,000

Others Institutions Holding EDV

# of Institutions

199

Shares Held

18.1M

Call Options Held

606K

Put Options Held

325K

Jpmorgan Chase & CO New York, NY

2.83M
Shares

$192 Million
0.02% of portfolio
Mirae Asset Global Investments Co., Ltd.

1.31M
Shares

$88.9 Million
0.29% of portfolio
Bank Of America Corp Charlotte, NC

1.26M
Shares

$85.8 Million
0.01% of portfolio
Midland Wealth Advisors LLC Rockford, IL

965K
Shares

$65.6 Million
3.59% of portfolio
Morgan Stanley New York, NY

946K
Shares

$64.2 Million
0.0% of portfolio

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