Wilbanks Smith & Thomas Asset Management LLC Innovator U.S. Equity Ultra Bu Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 06, 2020	SELL	N/A	-10,349 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	N/A	-7,326 Reduced 41.45%	10,349 $261,000
Q3 2019 Nov 06, 2019	SELL	N/A	-18 Reduced 0.1%	17,675 $461,000
Q1 2019 May 13, 2019	BUY	N/A	17,693 New	17,693 $0

Others Institutions Holding UJUL

# of Institutions

Shares Held

2.37M

Call Options Held

Put Options Held

Brookstone Capital Management

534K
Shares

$17.5 Million
0.33% of portfolio
Kestra Advisory Services, LLC

233K
Shares

$7.61 Million
0.05% of portfolio
Kfg Wealth Management, LLC Granger, IN

216K
Shares

$7.07 Million
3.07% of portfolio
Raymond James & Associates St Petersburg, FL

214K
Shares

$7.01 Million
0.0% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

165K
Shares

$5.39 Million
0.62% of portfolio

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About INNOVATOR U.S. EQUITY ULTRA BU

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