Wilbanks Smith & Thomas Asset Management LLC Ssga Active ETF Tr Spdr Doblel 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 Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 13,214 shares of TOTL stock, worth $525,785. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,214
Previous 10,982
20.32%
Holding current value
$525,785
Previous $442,000
19.68%
% of portfolio
0.01%
Previous 0.01%
Shares
23 transactions
Others Institutions Holding TOTL
# of Institutions
350Shares Held
63.2MCall Options Held
0Put Options Held
0-
Signature Estate & Investment Advisors LLC7.49MShares$298 Million7.18% of portfolio
-
Morgan Stanley New York, NY5.24MShares$209 Million0.02% of portfolio
-
Envestnet Asset Management Inc3.15MShares$125 Million0.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.36MShares$94 Million0.05% of portfolio
-
Tectonic Advisors LLC Plano, TX2.35MShares$93.4 Million6.5% of portfolio