First Ascent Asset Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
Shares
3 transactions
Others Institutions Holding SPSM
# of Institutions
845Shares Held
191MCall Options Held
62.3KPut Options Held
1.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22MShares$991 Million2.04% of portfolio
-
Lpl Financial LLC Fort Mill, SC18MShares$809 Million0.38% of portfolio
-
Betterment LLC New York, NY14.6MShares$659 Million1.58% of portfolio
-
Bank Of America Corp Charlotte, NC6.45MShares$291 Million0.02% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA5.55MShares$250 Million0.04% of portfolio