First Ascent Asset Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 1,785,634 shares of SPDW stock, worth $65 Million. This represents 6.81% of its overall portfolio holdings.
Number of Shares
1,785,634
Previous 1,586,368
12.56%
Holding current value
$65 Million
Previous $49.2 Billion
23.45%
% of portfolio
6.81%
Previous 6.35%
Shares
17 transactions
Others Institutions Holding SPDW
# of Institutions
931Shares Held
484MCall Options Held
4.4KPut Options Held
700-
Financial Engines Advisors L.L.C. Santa Clara, CA60.4MShares$2.2 Billion4.72% of portfolio
-
Creative Planning Overland Park, KS53.3MShares$1.94 Billion2.0% of portfolio
-
Allworth Financial LP29.3MShares$1.07 Billion6.64% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.8MShares$1.01 Billion0.5% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$640 Million16.46% of portfolio