Wilbanks Smith & Thomas Asset Management LLC Fidelity Covington Tr Msci Fin 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	-1,124 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	1,124 New	1,124 $45,000

Others Institutions Holding FNCL

# of Institutions

213

Shares Held

10.3M

Call Options Held

600

Put Options Held

3.2K

Lido Advisors, LLC Los Angeles, CA

2.27M
Shares

$158 Million
0.71% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

2M
Shares

$139 Million
0.02% of portfolio
Agf Management LTD Toronto Ontario Canada, A6

485K
Shares

$33.6 Million
0.17% of portfolio
Commonwealth Equity Services, LLC

384K
Shares

$26.7 Million
0.04% of portfolio
Congress Wealth Management LLC Boston, MA

318K
Shares

$22.1 Million
0.28% of portfolio

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About FIDELITY COVINGTON TR MSCI FIN

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