Wilbanks Smith & Thomas Asset Management LLC Spdr Bloomberg Short Term Inte Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 08, 2019	SELL	N/A	-20 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	20 New	20 $1,000

Others Institutions Holding BWZ

# of Institutions

Shares Held

3.8M

Call Options Held

Put Options Held

Quent Capital, LLC

766K
Shares

$19.5 Million
2.22% of portfolio
Financial Management Professionals, Inc.

724K
Shares

$18.4 Million
2.48% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

646K
Shares

$16.4 Million
1.0% of portfolio
Envestnet Asset Management Inc

392K
Shares

$9.95 Million
0.0% of portfolio
Mercer Global Advisors Inc Denver, CO

275K
Shares

$6.98 Million
0.02% of portfolio

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