Wilbanks Smith & Thomas Asset Management LLC Fcf Us Quality ETF Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
Shares
3 transactions
Others Institutions Holding TTAC
# of Institutions
51Shares Held
11.9MCall Options Held
0Put Options Held
0-
Dynasty Wealth Management, LLC St. Petersburg, FL3.97MShares$259 Million7.09% of portfolio
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Jpmorgan Chase & CO New York, NY3.17MShares$207 Million0.02% of portfolio
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Quotient Wealth Partners, LLC Houston, TX3.02MShares$197 Million6.48% of portfolio
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Envestnet Asset Management Inc912KShares$59.6 Million0.02% of portfolio
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Mariner, LLC Overland Park, KS196KShares$12.8 Million0.02% of portfolio