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 427,285 shares of PFM stock, worth $21.6 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
427,285
Previous 431,916
1.07%
Holding current value
$21.6 Million
Previous $17.2 Million
5.57%
% of portfolio
0.51%
Previous 0.53%
Shares
9 transactions
Others Institutions Holding PFM
# of Institutions
143Shares Held
9.11MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.97MShares$99.6 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL846KShares$42.8 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$36.5 Million0.0% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL465KShares$23.5 Million0.03% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH426KShares$21.6 Million0.3% of portfolio