Wilbanks Smith & Thomas Asset Management LLC Invesco S&P Smallcap Momentum Transaction History

Wilbanks Smith & Thomas Asset Management LLC

$3.54 Billion
Q1 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 11, 2021	SELL	$47.37 - $56.12 $210,322 - $249,172	-4,440 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$39.72 - $48.63 $176,356 - $215,917	4,440 New	4,440 $211,000
Q4 2018 Feb 08, 2019	SELL	$28.65 - $39.03 $127,206 - $173,293	-4,440 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$36.77 - $40.72 $163,258 - $180,796	4,440 New	4,440 $177,000

Others Institutions Holding XSMO

# of Institutions

209

Shares Held

15.3M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

1.79M
Shares

$106 Million
0.05% of portfolio
Envestnet Asset Management Inc

1.34M
Shares

$79.1 Million
0.03% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

1.05M
Shares

$61.9 Million
0.17% of portfolio
Cetera Investment Advisers Schaumburg, IL

1.03M
Shares

$60.9 Million
0.15% of portfolio
Morgan Stanley New York, NY

827K
Shares

$48.8 Million
0.0% of portfolio

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