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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CRACKER BARREL OLD CTRY STOR | COM | 451 | $435,725 | 5,991 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ASTRAZENECA PLC | SPONSORED ADR | Liquidated | $426,961 | 6,302 | 0.00 | 0.00 | 6,302 | +Inf | 03-31-2024 |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 453 | $422,561 | 1,792 | 0.00 | 0.00 | -24 | -1.32 | 03-31-2024 |
AON PLC | SHS CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 42 | 3.35 | 12-31-2023 |