Wilbanks Smith & Thomas Asset Management LLC Spdr Portfolio S&P 500 Value E 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 Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 5,743 shares of SPYV stock, worth $273,998. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,743
Previous 5,536
3.74%
Holding current value
$273,998
Previous $258,000
11.24%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
1,090Shares Held
443MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$3.73 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$1.98 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$972 Million6.01% of portfolio
-
Demars Financial Group, LLC17.4MShares$829 Million9.72% of portfolio
-
Morgan Stanley New York, NY9.19MShares$438 Million0.03% of portfolio