Wilbanks Smith & Thomas Asset Management LLC Invesco Bulletshares 2028 Muni 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
Q4 2023 Feb 06, 2024	BUY	$22.32 - $23.75 $315,448 - $335,658	14,133 New	14,133 $335,000

Others Institutions Holding BSMS

# of Institutions

Shares Held

4.1M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

290K
Shares

$6.65 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

254K
Shares

$5.83 Million
0.0% of portfolio
Morgan Stanley New York, NY

204K
Shares

$4.67 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

195K
Shares

$4.48 Million
0.01% of portfolio
Central Valley Advisors, LLC Sacramento, CA

188K
Shares

$4.31 Million
1.65% of portfolio

View Full List

About INVESCO BULLETSHARES 2028 MUNI

Ticker BSMS
Sector ETFs
Industry ETFs

More about BSMS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.

Account