Wilbanks Smith & Thomas Asset Management LLC Innovator U.S. Equity Buffer E Call Options Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding BJAN
# of Institutions
117Shares Held
3.49MCall Options Held
0Put Options Held
0-
Crown Wealth Group, LLC335KShares$15.6 Million7.26% of portfolio
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Penserra Capital Management LLC Orinda, CA321KShares$14.9 Million0.28% of portfolio
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Integral Investment Advisors, Inc.241KShares$11.2 Million3.12% of portfolio
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High Tower Advisors, LLC Chicago, IL145KShares$6.72 Million0.01% of portfolio
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U.S. Capital Wealth Advisors, LLC Austin, TX134KShares$6.22 Million0.21% of portfolio