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 |
---|---|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 601 | $275,515 | 7,737 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
ISHARES TR | MRGSTR MD CP GRW | 602 | $274,945 | 3,890 | 0.00 | 0.00 | -280 | -6.71 | 03-31-2024 |
CROWDSTRIKE HLDGS INC | CL A | 603 | $274,425 | 856 | 0.00 | 0.00 | 39 | 4.77 | 03-31-2024 |
FIRST SOLAR INC | COM | 604 | $273,962 | 1,623 | 0.00 | 1,623 | +Inf | 03-31-2024 |