Wilbanks Smith & Thomas Asset Management LLC Invesco Fd Tr 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	$55.11 - $75.6 $3,857 - $5,292	-70 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$76.74 - $81.41 $5,371 - $5,698	70 New	70 $5,000

Others Institutions Holding RZV

# of Institutions

Shares Held

1.22M

Call Options Held

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$29.9 Million
1.32% of portfolio
Lpl Financial LLC Fort Mill, SC

114K
Shares

$11.1 Million
0.01% of portfolio
Armbruster Capital Management, Inc.

85.5K
Shares

$8.35 Million
1.96% of portfolio
All Square Wealth Management LLC Albany, NY

74.7K
Shares

$7.3 Million
4.76% of portfolio
Ubs Group Ag

52.9K
Shares

$5.16 Million
0.0% of portfolio

View Full List

About INVESCO FD TR

Ticker RZV
Sector ETFs
Industry ETFs

More about RZV

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