Wilbanks Smith & Thomas Asset Management LLC Silvercrest Asset Management Group Inc. Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Silvercrest Asset Management Group Inc. stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 12,796 shares of SAMG stock, worth $187,077. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,796
Previous 12,796
-0.0%
Holding current value
$187,077
Previous $217,000
6.91%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SAMG
# of Institutions
86Shares Held
5.3MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY708KShares$10.3 Million0.0% of portfolio
-
Royce & Associates LP568KShares$8.31 Million0.1% of portfolio
-
Vanguard Group Inc Valley Forge, PA546KShares$7.99 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX218KShares$3.19 Million0.0% of portfolio
-
Pacific Ridge Capital Partners, LLC Lake Oswego, OR217KShares$3.17 Million0.9% of portfolio
About Silvercrest Asset Management Group Inc.
- Ticker SAMG
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 9,911,460
- Market Cap $145M
- Description
- Silvercrest Asset Management Group Inc., a wealth management firm, provides financial advisory and related family office services in the United States. The company serves ultra-high net worth individuals and families, as well as their trusts; endowments; foundations; and other institutional investors. It also manages funds of funds and other inv...