Wilbanks Smith & Thomas Asset Management LLC First Tr Value Line Divid Inde Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2018 Aug 08, 2018	SELL	$29.35 - $30.57 $206,624 - $215,212	-7,040 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$29.04 - $31.85 $929 - $1,019	32 Added 0.46%	7,040 $210,000
Q4 2017 Feb 07, 2018	BUY	$29.86 - $31.21 $1,373 - $1,435	46 Added 0.66%	7,008 $216,000
Q3 2017 Nov 13, 2017	BUY	$29.69 - $29.75 $206,701 - $207,119	6,962	6,962 $207,000

Others Institutions Holding FVD

# of Institutions

586

Shares Held

139M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

21.4M
Shares

$935 Million
0.07% of portfolio
Lpl Financial LLC Fort Mill, SC

17.6M
Shares

$767 Million
0.37% of portfolio
Bank Of America Corp Charlotte, NC

7.15M
Shares

$312 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

6.98M
Shares

$305 Million
0.07% of portfolio
Ameriprise Financial Inc Minneapolis, MN

4.58M
Shares

$200 Million
0.05% of portfolio

View Full List

About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
Industry ETFs

More about FVD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.

Account