Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 05-07-2024 | 03-31-2024 | 528 | 3,573,810,852 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CBRE GROUP INC | CL A | 401 | $530,444 | 5,455 | 0.00 | 0.00 | 10 | 0.18 | 03-31-2024 |
| CHUBB LIMITED | COM | 402 | $529,657 | 2,044 | 0.00 | 0.00 | 1,114 | 119.78 | 03-31-2024 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 403 | $529,221 | 13,214 | 0.00 | 0.00 | 2,232 | 20.32 | 03-31-2024 |
| SHOPIFY INC | CL A | 404 | $528,460 | 6,848 | 0.00 | 0.00 | -68 | -0.98 | 03-31-2024 |
