Wilbanks Smith & Thomas Asset Management LLC Invesco Et Self Idxd Fd Tr Def Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 06, 2020	SELL	N/A	-3,798 Closed	0 $0
Q2 2019 Aug 07, 2019	BUY	N/A	3,798 New	3,798 $201,000
Q4 2018 Feb 08, 2019	SELL	N/A	-3,798 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	3,798 New	3,798 $190,000

Others Institutions Holding DEF

# of Institutions

Shares Held

1.45M

Call Options Held

Put Options Held

100K

Lpl Financial LLC Fort Mill, SC

248K
Shares

$0
0.0% of portfolio
Bergan Kdv Wealth Management, LLC

154K
Shares

$0
1.07% of portfolio
Mercer Global Advisors Inc Denver, CO

142K
Shares

$0
0.0% of portfolio
Envestnet Asset Management Inc

130K
Shares

$0
0.0% of portfolio
Win Advisors, Inc

108K
Shares

$0
0.0% of portfolio

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