Wilbanks Smith & Thomas Asset Management LLC Victory Portfolios Ii Shs Us 5 Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	N/A	-1,460 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	1,460 New	1,460 $76,000

Others Institutions Holding CFA

# of Institutions

Shares Held

4.03M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

695K
Shares

$59.3 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

402K
Shares

$34.3 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

299K
Shares

$25.5 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

282K
Shares

$24.1 Million
0.01% of portfolio
Comerica Bank

278K
Shares

$23.8 Million
0.1% of portfolio

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About VICTORY PORTFOLIOS II SHS US 5

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