Wilbanks Smith & Thomas Asset Management LLC Goldman Sachs ETF Tr Actvebeta Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 05, 2022	SELL	$31.87 - $38.01 $283,961 - $338,669	-8,910 Closed	0 $0
Q4 2020 Feb 12, 2021	SELL	$32.73 - $38.23 $6,906 - $8,066	-211 Reduced 2.31%	8,910 $340,000
Q3 2020 Nov 12, 2020	BUY	$30.7 - $33.94 $6,477 - $7,161	211 Added 2.37%	9,121 $299,000
Q4 2018 Feb 08, 2019	BUY	$28.94 - $32.79 $65,983 - $74,761	2,280 Added 34.39%	8,910 $268,000
Q2 2017 Aug 15, 2017	BUY	N/A	6,630	6,630 $207,000

Others Institutions Holding GEM

# of Institutions

149

Shares Held

27.5M

Call Options Held

Put Options Held

Goldman Sachs Group Inc New York, NY

3.67M
Shares

$122 Million
0.02% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

3.22M
Shares

$107 Million
4.11% of portfolio
Wells Fargo & Company San Francisco, CA

2.61M
Shares

$86.4 Million
0.02% of portfolio
Betterment LLC New York, NY

1.66M
Shares

$54.9 Million
0.14% of portfolio
Wms Partners, LLC

1.66M
Shares

$54.9 Million
3.43% of portfolio

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