Wilbanks Smith & Thomas Asset Management LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 05, 2023	BUY	$156.56 - $179.35 $220,593 - $252,704	1,409 New	1,409 $231,000

Others Institutions Holding PRFZ

# of Institutions

289

Shares Held

41.4M

Call Options Held

Put Options Held

Charles Schwab Investment Management Inc San Francisco, CA

20.1M
Shares

$862 Million
0.16% of portfolio
Bank Of America Corp Charlotte, NC

2.55M
Shares

$109 Million
0.01% of portfolio
Warren Averett Asset Management, LLC Birmingham, AL

1.38M
Shares

$58.9 Million
1.07% of portfolio
Wealth Enhancement Advisory Services, LLC

1.28M
Shares

$54.7 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

1.22M
Shares

$52.3 Million
0.02% of portfolio

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