Wilbanks Smith & Thomas Asset Management LLC Ishares Tr Core Conservative A Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
Shares
5 transactions
Others Institutions Holding AOK
# of Institutions
173Shares Held
5.15MCall Options Held
0Put Options Held
0-
Atlas Capital Advisors LLC San Francisco, CA519KShares$20.1 Million2.49% of portfolio
-
Lpl Financial LLC Fort Mill, SC421KShares$16.3 Million0.01% of portfolio
-
Sargent Bickham Lagudis LLC405KShares$15.7 Million1.12% of portfolio
-
Black Rock Inc. New York, NY328KShares$12.7 Million0.0% of portfolio
-
Lido Advisors, LLC Los Angeles, CA225KShares$8.71 Million0.05% of portfolio