Wilbanks Smith & Thomas Asset Management LLC Spdr Bloomberg Investment Grad 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	-3,530 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	3,530 New	3,530 $109,000

Others Institutions Holding FLRN

# of Institutions

335

Shares Held

53.6M

Call Options Held

1.4K

Put Options Held

200

Ameriprise Financial Inc Minneapolis, MN

3.49M
Shares

$108 Million
0.03% of portfolio
Wealthfront Advisers LLC

3.39M
Shares

$105 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

2.52M
Shares

$77.6 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

2.29M
Shares

$70.5 Million
0.03% of portfolio
Morgan Stanley New York, NY

1.95M
Shares

$59.9 Million
0.0% of portfolio

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