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

1.28M

Call Options Held

Put Options Held

100

Systematic Alpha Investments, LLC Princeton, NJ

306K
Shares

$35.9 Million
1.23% of portfolio
Morgan Stanley New York, NY

218K
Shares

$25.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

109K
Shares

$12.7 Million
0.01% of portfolio
All Square Wealth Management LLC Albany, NY

72.5K
Shares

$8.48 Million
4.57% of portfolio
Armbruster Capital Management, Inc.

70.6K
Shares

$8.26 Million
1.54% of portfolio

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About INVESCO FD TR

Ticker RZV
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