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

2.61M

Call Options Held

Put Options Held

Confluence Investment Management LLC

286K
Shares

$6.68 Million
0.1% of portfolio
Morgan Stanley New York, NY

209K
Shares

$4.88 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

207K
Shares

$4.84 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

203K
Shares

$4.73 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

163K
Shares

$3.8 Million
0.01% of portfolio

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About INVESCO BULLETSHARES 2028 MUNI

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