Wilbanks Smith & Thomas Asset Management LLC Spdr Portfolio Long Term Treas Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
Shares
4 transactions
Others Institutions Holding SPTL
# of Institutions
463Shares Held
355MCall Options Held
264KPut Options Held
19K-
State Street Corp Boston, MA54.9MShares$1.45 Billion0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa47.9MShares$1.26 Billion0.57% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA43.1MShares$1.14 Billion2.57% of portfolio
-
Bank Of America Corp Charlotte, NC16.8MShares$443 Million0.04% of portfolio
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Envestnet Asset Management Inc14.8MShares$392 Million0.14% of portfolio