Wilbanks Smith & Thomas Asset Management LLC Flexshares Tr Ready Access Var Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	BUY	$74.81 - $75.25 $171,763 - $172,774	2,296 Added 78.79%	5,210 $390,000
Q3 2023 Nov 06, 2023	SELL	$74.72 - $75.13 $121,793 - $122,461	-1,630 Reduced 35.87%	2,914 $218,000
Q1 2023 May 05, 2023	BUY	$74.42 - $74.87 $338,164 - $340,209	4,544 New	4,544 $339,000

Others Institutions Holding RAVI

# of Institutions

Shares Held

14.3M

Call Options Held

Put Options Held

Northern Trust Corp Chicago, IL

13M
Shares

$982 Million
0.17% of portfolio
Landmark Financial Advisors, LLC

182K
Shares

$13.7 Million
5.02% of portfolio
Wealth Enhancement Advisory Services, LLC

150K
Shares

$11.4 Million
0.03% of portfolio
Lpl Financial LLC Fort Mill, SC

116K
Shares

$8.74 Million
0.0% of portfolio
Morgan Stanley New York, NY

110K
Shares

$8.34 Million
0.0% of portfolio

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