Wilbanks Smith & Thomas Asset Management LLC Invesco Bulletshares 2028 Muni Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 06, 2024	BUY	$22.32 - $23.75 $315,448 - $335,658	14,133 New	14,133 $335,000

Others Institutions Holding BSMS

# of Institutions

112

Shares Held

6.48M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

427K
Shares

$10 Million
0.0% of portfolio
Morgan Stanley New York, NY

415K
Shares

$9.74 Million
0.0% of portfolio
Truist Financial Corp

295K
Shares

$6.91 Million
0.01% of portfolio
Commonwealth Equity Services, LLC

264K
Shares

$6.19 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

256K
Shares

$6 Million
0.0% of portfolio

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About INVESCO BULLETSHARES 2028 MUNI

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