Wilbanks Smith & Thomas Asset Management LLC Invesco Exc Self Ind Tr Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Invesco Exc Self Ind Tr stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 2,358,486 shares of BSCU stock, worth $40.1 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
2,358,486
Previous 1,416,951
66.45%
Holding current value
$40.1 Million
Previous $23.6 Million
63.95%
% of portfolio
1.09%
Previous 0.73%
Shares
3 transactions
Others Institutions Holding BSCU
# of Institutions
236Shares Held
88MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC7.93MShares$135 Million1.19% of portfolio
-
Morgan Stanley New York, NY5.95MShares$101 Million0.01% of portfolio
-
Lido Advisors, LLC Los Angeles, CA4.77MShares$81 Million0.31% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL4.62MShares$78.6 Million0.03% of portfolio
-
Tru Wealth Advisors, LLC4.43MShares$75.3 Million4.16% of portfolio