Wilbanks Smith & Thomas Asset Management LLC Pacer Fds Tr Trendpilot Us Lar Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
Shares
2 transactions
Others Institutions Holding PTLC
# of Institutions
210Shares Held
37.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.06MShares$311 Million0.03% of portfolio
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Morgan Stanley New York, NY4.49MShares$231 Million0.02% of portfolio
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Lpl Financial LLC Fort Mill, SC3.03MShares$156 Million0.08% of portfolio
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Wells Fargo & Company San Francisco, CA2.44MShares$125 Million0.03% of portfolio
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Cfs Investment Advisory Services, LLC Totowa, NJ1.94MShares$99.7 Million7.84% of portfolio