Wilbanks Smith & Thomas Asset Management LLC Invesco Actively Mngd ETF Tr S Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	BUY	$32.43 - $36.31 $198,374 - $222,108	6,117 Added 8.92%	74,680 $2.44 Million
Q1 2022 May 05, 2022	BUY	$35.76 - $38.2 $73,272 - $78,271	2,049 Added 3.08%	68,563 $2.35 Million
Q4 2021 Feb 08, 2022	SELL	$35.35 - $38.48 $157,908 - $171,890	-4,467 Reduced 6.29%	66,514 $2.53 Million
Q3 2021 Nov 04, 2021	BUY	$35.35 - $37.03 $8,271 - $8,665	234 Added 0.33%	70,981 $2.54 Million
Q2 2021 Aug 04, 2021	BUY	$33.9 - $35.87 $2.4 Million - $2.54 Million	70,747 New	70,747 $2.52 Million

Others Institutions Holding PHDG

# of Institutions

Shares Held

2.19M

Call Options Held

Put Options Held

First Premier Bank

352K
Shares

$13.5 Million
3.35% of portfolio
Asset Allocation Strategies LLC Farmington, MI

314K
Shares

$12.1 Million
3.41% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

212K
Shares

$8.14 Million
0.31% of portfolio
January Capital Advisors LLC

116K
Shares

$4.47 Million
3.38% of portfolio
Philip James Wealth Mangement, LLC Milton, GA

112K
Shares

$4.3 Million
0.52% of portfolio

View Full List

About INVESCO ACTIVELY MNGD ETF TR S

Ticker PHDG
Sector ETFs
Industry ETFs

More about PHDG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilbanks Smith & Thomas Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilbanks Smith & Thomas Asset Management LLC with notifications on news.

Account