Wilbanks Smith & Thomas Asset Management LLC First Tr Multi Cap Growth Alph 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 First Tr Multi Cap Growth Alph stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 2,008 shares of FAD stock, worth $278,067. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,008
Previous 2,008 -0.0%
Holding current value
$278,067
Previous $225,000 11.11%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 08, 2023
BUY
$95.15 - $105.52 $191,061 - $211,884
2,008 New
2,008 $211,000
Q2 2022

Aug 03, 2022
SELL
$89.23 - $113.24 $179,173 - $227,385
-2,008 Closed
0 $0
Q1 2022

May 05, 2022
SELL
$102.79 - $124.4 $173,920 - $210,484
-1,692 Reduced 45.73%
2,008 $206,000
Q2 2017

Aug 15, 2017
BUY
N/A
3,700
3,700 $216,000

Others Institutions Holding FAD

# of Institutions
70
Shares Held
1.23M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR MULTI CAP GROWTH ALPH

FAD Quotes by TradingView
  • Ticker FAD
  • Sector ETFs
  • Industry ETFs
More about FAD
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