Wilbanks Smith & Thomas Asset Management LLC First Tr ETF Viii Tcw Opportun 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 ETF Viii Tcw Opportun stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 74,756 shares of FIXD stock, worth $3.24 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
74,756
Previous 68,232
9.56%
Holding current value
$3.24 Million
Previous $3.04 Million
7.1%
% of portfolio
0.09%
Previous 0.09%
Shares
15 transactions
Others Institutions Holding FIXD
# of Institutions
352Shares Held
101MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY12.4MShares$538 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.43MShares$408 Million0.2% of portfolio
-
Signature Estate & Investment Advisors LLC7.79MShares$337 Million8.16% of portfolio
-
Wells Fargo & Company San Francisco, CA7.05MShares$305 Million0.07% of portfolio
-
Ubs Group Ag3.92MShares$170 Million0.04% of portfolio