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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK NEW YORK MELLON CORP | COM | 701 | $217,804 | 3,780 | 0.00 | 0.00 | -1,464 | -27.92 | 03-31-2024 |
| FORTINET INC | COM | 702 | $217,021 | 3,177 | 0.00 | 3,177 | +Inf | 03-31-2024 | |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | 9 | 0.36 | 12-31-2023 |
| ISHARES TR | GL CLEAN ENE ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 132 | 0.91 | 12-31-2023 |
