Wilbanks Smith & Thomas Asset Management LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	BUY	$13.62 - $15.34 $1.08 Million - $1.21 Million	79,035 New	79,035 $1.18 Million
Q2 2022 Aug 03, 2022	BUY	$17.71 - $20.69 $1.62 Million - $1.9 Million	91,756 New	91,756 $1.66 Million
Q3 2021 Nov 04, 2021	SELL	$18.68 - $21.1 $1.84 Million - $2.08 Million	-98,674 Closed	0 $0
Q2 2021 Aug 04, 2021	BUY	$17.26 - $20.1 $1.7 Million - $1.98 Million	98,674 New	98,674 $1.98 Million

Others Institutions Holding PDBC

# of Institutions

433

Shares Held

283M

Call Options Held

23.5K

Put Options Held

21.5K

Wells Fargo & Company San Francisco, CA

126M
Shares

$1.66 Billion
0.39% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

26.4M
Shares

$348 Million
1.2% of portfolio
Morgan Stanley New York, NY

20.9M
Shares

$276 Million
0.02% of portfolio
Personal Capital Advisors Corp

15.9M
Shares

$210 Million
1.14% of portfolio
Bank Of America Corp Charlotte, NC

6.36M
Shares

$83.8 Million
0.01% of portfolio

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