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 571,790 shares of SPEM stock, worth $21.8 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
571,790
Previous 508,869
12.36%
Holding current value
$21.8 Million
Previous $17.1 Billion
18.52%
% of portfolio
2.27%
Previous 2.21%
Shares
17 transactions
Others Institutions Holding SPEM
# of Institutions
767Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$898 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$687 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$349 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$237 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$217 Million0.01% of portfolio