Wilbanks Smith & Thomas Asset Management LLC Proshares Listed Private Equit Call Options Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding PEX

# of Institutions

Shares Held

20.6K

Call Options Held

Put Options Held

Betterment LLC New York, NY

8.15K
Shares

$235,214
0.0% of portfolio
Envestnet Asset Management Inc

7.3K
Shares

$210,518
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

3.29K
Shares

$94,974
0.0% of portfolio
Principal Securities, Inc. Des Moines, IA

1.19K
Shares

$34,187
0.0% of portfolio
Global Retirement Partners, LLC

550
Shares

$15,867
0.0% of portfolio

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