First Ascent Asset Management, LLC Spdr Portfolio S&P 600 Small C Put Options Transaction History

First Ascent Asset Management, LLC

$892 Billion
Q4 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPSM

# of Institutions

969

Shares Held

199M

Call Options Held

64.8K

Put Options Held

5.8K

Financial Engines Advisors L.L.C. Santa Clara, CA

23.8M
Shares

$1.03 Billion
2.03% of portfolio
Lpl Financial LLC Fort Mill, SC

23.4M
Shares

$1.01 Billion
0.35% of portfolio
Betterment LLC New York, NY

16.1M
Shares

$698 Million
1.56% of portfolio
Valmark Advisers, Inc.

6.26M
Shares

$271 Million
3.77% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.15M
Shares

$266 Million
0.05% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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