Wilbanks Smith & Thomas Asset Management LLC Invesco Exchange Traded Fd Tr Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 06, 2020	SELL	$6.77 - $13.14 $136,652 - $265,230	-20,185 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	$9.72 - $12.34 $82,240 - $104,408	8,461 Added 72.17%	20,185 $202,000
Q2 2018 Aug 08, 2018	BUY	$11.82 - $12.47 $138,577 - $146,198	11,724 New	11,724 $140,000

Others Institutions Holding PSP

# of Institutions

Shares Held

13.5K

Call Options Held

Put Options Held

Leo Brokerage, LLC

11.6K
Shares

$820,359
0.01% of portfolio
Brewin Dolphin LTD London, X0

1.13K
Shares

$79,933
0.0% of portfolio
Milestone Wealth, LLC Buffalo, NY

387
Shares

$27,399
0.0% of portfolio
Sargent Bickham Lagudis LLC

254
Shares

$17,983
0.0% of portfolio
Retirement Group, LLC

115
Shares

$8,142
0.0% of portfolio

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