Wilbanks Smith & Thomas Asset Management LLC Direxion Daily 20+ Yr Tsy Bull Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 11, 2021	SELL	$21.29 - $35.01 $161,101 - $264,920	-7,567 Closed	0 $0
Q4 2020 Feb 12, 2021	SELL	$33.92 - $40.22 $120,416 - $142,781	-3,550 Reduced 31.93%	7,567 $266,000
Q3 2020 Nov 12, 2020	BUY	$38.41 - $46.68 $427,003 - $518,941	11,117 New	11,117 $445,000

Others Institutions Holding TMF

# of Institutions

Shares Held

643K

Call Options Held

Put Options Held

Aspireon Wealth Advisors

516K
Shares

$21.1 Million
2.5% of portfolio
Berry Street Capital Management LLP London, X0

125K
Shares

$5.1 Million
0.18% of portfolio
Ahrens Investment Partners LLC

1K
Shares

$40,780
0.0% of portfolio
First Capital Advisors Group, Llc. Little Silver, NJ

360
Shares

$14,680
0.0% of portfolio

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