Wilbanks Smith & Thomas Asset Management LLC Ishares Treasury Floating Rate Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 31, 2022	BUY	$50.35 - $50.51 $4.52 Million - $4.53 Million	89,774 New	89,774 $4.53 Million

Others Institutions Holding TFLO

# of Institutions

409

Shares Held

83.4M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

6.27M
Shares

$317 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

5.59M
Shares

$283 Million
0.13% of portfolio
Morgan Stanley New York, NY

3.98M
Shares

$201 Million
0.01% of portfolio
Ubs Group Ag

3.57M
Shares

$181 Million
0.04% of portfolio
Envestnet Asset Management Inc

3.16M
Shares

$160 Million
0.05% of portfolio

View Full List

About ISHARES TREASURY FLOATING RATE

Ticker TFLO
Sector ETFs
Industry ETFs

More about TFLO

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