Wilbanks Smith & Thomas Asset Management LLC Ishares Tr Core Moderate Alloc Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 04, 2021	BUY	$44.74 - $45.93 $648,730 - $665,985	14,500 New	14,500 $649,000

Others Institutions Holding AOM

# of Institutions

251

Shares Held

11.3M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

2.73M
Shares

$119 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

939K
Shares

$40.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

355K
Shares

$15.5 Million
0.0% of portfolio
Foundations Investment Advisors, LLC

304K
Shares

$13.3 Million
0.31% of portfolio
Royal Bank Of Canada Toronto, A6

291K
Shares

$12.7 Million
0.0% of portfolio

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