Wilbanks Smith & Thomas Asset Management LLC Pimco ETF Tr Inter Mun Bd Acti Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 05, 2022	SELL	$52.91 - $56.24 $76,190 - $80,985	-1,440 Reduced 18.97%	6,150 $317,000
Q1 2021 May 11, 2021	BUY	$56.08 - $57.1 $112,945 - $114,999	2,014 Added 36.12%	7,590 $427,000
Q4 2018 Feb 08, 2019	BUY	N/A	5,576 New	5,576 $295,000

Others Institutions Holding MUNI

# of Institutions

303

Shares Held

24.4M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

1.53M
Shares

$79.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.47M
Shares

$76.3 Million
0.01% of portfolio
Cwm, LLC

1.47M
Shares

$76.3 Million
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

1.25M
Shares

$65 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

1.11M
Shares

$57.8 Million
0.0% of portfolio

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About PIMCO ETF TR INTER MUN BD ACTI

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