Smith Shellnut Wilson LLC Vanguard Extended Duration Tre Transaction History

Smith Shellnut Wilson LLC

$218 Million
Q3 2024

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

197

Shares Held

15.7M

Call Options Held

416K

Put Options Held

422K

Envestnet Asset Management Inc

1.03M
Shares

$71.9 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$70.1 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

902K
Shares

$62.7 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

891K
Shares

$61.9 Million
1.71% of portfolio
Mirae Asset Global Investments Co., Ltd.

876K
Shares

$60.9 Million
0.31% of portfolio

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