Wilbanks Smith & Thomas Asset Management LLC Invesco Exc Self Ind 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 Exc Self Ind Tr stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 2,358,486 shares of BSCU stock, worth $39 Million. This represents 1.09% of its overall portfolio holdings.
Number of Shares
2,358,486
Previous 1,416,951
66.45%
Holding current value
$39 Million
Previous $23.6 Million
63.95%
% of portfolio
1.09%
Previous 0.73%
Shares
3 transactions
Others Institutions Holding BSCU
# of Institutions
204Shares Held
65.6MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC6.63MShares$109 Million1.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL3.81MShares$62.9 Million0.02% of portfolio
-
Morgan Stanley New York, NY3.56MShares$58.8 Million0.0% of portfolio
-
Tru Wealth Advisors, LLC3.28MShares$54.2 Million3.38% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH3.07MShares$50.7 Million0.78% of portfolio