Wilbanks Smith & Thomas Asset Management LLC Amplify ETF Tr Trnsformational Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 05, 2022	SELL	$29.45 - $40.6 $170,927 - $235,642	-5,804 Closed	0 $0
Q2 2021 Aug 04, 2021	SELL	$42.62 - $59.84 $38,485 - $54,035	-903 Reduced 13.46%	5,804 $277,000
Q1 2021 May 11, 2021	BUY	$35.53 - $61.57 $238,299 - $412,949	6,707 New	6,707 $375,000
Q4 2018 Feb 08, 2019	SELL	N/A	-2,550 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	2,550 New	2,550 $52,000

Others Institutions Holding BLOK

# of Institutions

219

Shares Held

6.32M

Call Options Held

561K

Put Options Held

170K

Morgan Stanley New York, NY

958K
Shares

$40.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

753K
Shares

$31.9 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

428K
Shares

$18.1 Million
0.03% of portfolio
Cx Institutional

381K
Shares

$16.1 Million
0.66% of portfolio
Wells Fargo & Company San Francisco, CA

305K
Shares

$12.9 Million
0.0% of portfolio

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