Wilbanks Smith & Thomas Asset Management LLC First Tr Exchange Traded Fd Fi Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 13, 2020	SELL	$30.44 - $33.57 $247,598 - $273,058	-8,134 Closed	0 $0
Q3 2019 Nov 06, 2019	SELL	$30.06 - $32.72 $27,835 - $30,298	-926 Reduced 10.22%	8,134 $259,000
Q2 2019 Aug 07, 2019	BUY	$30.01 - $32.18 $271,890 - $291,550	9,060 New	9,060 $287,000

Others Institutions Holding FXO

# of Institutions

188

Shares Held

10.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.93M
Shares

$94.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.35M
Shares

$65.9 Million
0.04% of portfolio
Wells Fargo & Company San Francisco, CA

1.31M
Shares

$63.8 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

475K
Shares

$23.2 Million
0.0% of portfolio
Ubs Group Ag

412K
Shares

$20.1 Million
0.0% of portfolio

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About FIRST TR EXCHANGE TRADED FD FI

Ticker FXO
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