Wilbanks Smith & Thomas Asset Management LLC First Trust Dorsey Wright Inte Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding IFV
# of Institutions
60Shares Held
7.2MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.16MShares$43.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.08MShares$21.7 Million0.03% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL683KShares$13.7 Million0.44% of portfolio
-
New Edge Advisors, LLC New Orleans, LA468KShares$9.36 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC428KShares$8.57 Million0.0% of portfolio