Wilbanks Smith & Thomas Asset Management LLC Spdr Ser Tr Ssga Gender Divers 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	N/A	-1,950 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	1,950 New	1,950 $150,000

Others Institutions Holding SHE

# of Institutions

110

Shares Held

921K

Call Options Held

Put Options Held

Rock Creek Group, LP

180K
Shares

$21.8 Million
1.83% of portfolio
Lpl Financial LLC Fort Mill, SC

103K
Shares

$12.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

94.7K
Shares

$11.5 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

46.2K
Shares

$5.6 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

45.6K
Shares

$5.53 Million
0.0% of portfolio

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