Wilbanks Smith & Thomas Asset Management LLC Invesco Exchange Traded Fd Tr 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 Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 1,510,848 shares of XLG stock, worth $73.7 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
1,510,848
Previous 1,530,308
1.27%
Holding current value
$73.7 Million
Previous $57.7 Million
10.27%
% of portfolio
1.8%
Previous 1.78%
Shares
24 transactions
Others Institutions Holding XLG
# of Institutions
492Shares Held
113MCall Options Held
53.1KPut Options Held
11.4K-
Demars Financial Group, LLC28.4MShares$1.38 Billion18.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.78MShares$477 Million0.21% of portfolio
-
Morgan Stanley New York, NY6.97MShares$340 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.96MShares$242 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC4.03MShares$197 Million0.02% of portfolio