Wilbanks Smith & Thomas Asset Management LLC Invesco Et Self Idxd Fd Tr Bul 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 Et Self Idxd Fd Tr Bul stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 2,263,580 shares of BSCR stock, worth $44.6 Million. This represents 1.23% of its overall portfolio holdings.
Number of Shares
2,263,580
Previous 1,947,320
16.24%
Holding current value
$44.6 Million
Previous $37.9 Million
15.28%
% of portfolio
1.23%
Previous 1.17%
Shares
17 transactions
Others Institutions Holding BSCR
# of Institutions
383Shares Held
165MCall Options Held
0Put Options Held
0-
Lido Advisors, LLC Los Angeles, CA49.6MShares$976 Million3.76% of portfolio
-
Morgan Stanley New York, NY8.88MShares$175 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA6.22MShares$123 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.25MShares$103 Million0.04% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.14MShares$101 Million3.75% of portfolio