Wilbanks Smith & Thomas Asset Management LLC Spdr Index Shs Fd Spdr S&P Int Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2018 Feb 08, 2019	SELL	N/A	-4,645 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-1,400 Reduced 23.16%	4,645 $160,000
Q1 2018 May 15, 2018	SELL	N/A	-375 Reduced 5.84%	6,045 $214,000
Q2 2017 Aug 15, 2017	BUY	N/A	6,420	6,420 $214,000

Others Institutions Holding GWX

# of Institutions

228

Shares Held

14.5M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.04M
Shares

$32.2 Million
0.02% of portfolio
Envestnet Asset Management Inc

772K
Shares

$24 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

675K
Shares

$21 Million
0.0% of portfolio
Assetmark, Inc

556K
Shares

$17.3 Million
0.05% of portfolio
Cetera Investment Advisers Schaumburg, IL

505K
Shares

$15.7 Million
0.04% of portfolio

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