Wilbanks Smith & Thomas Asset Management LLC First Tr Nasdaq 100 Equal Weig Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	$51.19 - $63.53 $24,059 - $29,859	-470 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$60.37 - $64.28 $28,373 - $30,211	470 New	470 $30,000

Others Institutions Holding QQEW

# of Institutions

243

Shares Held

11.2M

Call Options Held

3.8K

Put Options Held

Morgan Stanley New York, NY

1.87M
Shares

$232 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

1.38M
Shares

$171 Million
0.04% of portfolio
Lpl Financial LLC Fort Mill, SC

869K
Shares

$108 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

783K
Shares

$97.1 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

337K
Shares

$41.8 Million
0.0% of portfolio

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About FIRST TR NASDAQ 100 EQUAL WEIG

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