Wilbanks Smith & Thomas Asset Management LLC Invesco Exchange Traded Fd Tr Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 427,285 shares of PFM stock, worth $20 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
427,285
Previous 431,916
1.07%
Holding current value
$20 Million
Previous $17.2 Million
5.57%
% of portfolio
0.51%
Previous 0.53%
Shares
9 transactions
Others Institutions Holding PFM
# of Institutions
133Shares Held
9.4MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC2.04MShares$95.2 Million0.04% of portfolio
-
Flaharty Asset Management, LLC820KShares$38.3 Million5.61% of portfolio
-
Morgan Stanley New York, NY668KShares$31.2 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$21.7 Million0.03% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH435KShares$20.3 Million0.32% of portfolio