Wilbanks Smith & Thomas Asset Management LLC First Tr ETF Viii Tcw Unconstr 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 First Tr ETF Viii Tcw Unconstr stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 101,843 shares of UCON stock, worth $2.56 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
101,843
Previous 97,644
4.3%
Holding current value
$2.56 Million
Previous $2.42 Million
3.73%
% of portfolio
0.07%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding UCON
# of Institutions
253Shares Held
87.2MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC8.11MShares$204 Million0.1% of portfolio
-
Ubs Group Ag7.87MShares$198 Million0.05% of portfolio
-
Morgan Stanley New York, NY6.1MShares$153 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC3.57MShares$89.9 Million0.01% of portfolio
-
Harbour Investments, Inc. Madison, WI2.87MShares$72.2 Million2.48% of portfolio