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

No transaction found.

Others Institutions Holding SPSM

# of Institutions

977

Shares Held

200M

Call Options Held

64.8K

Put Options Held

5.8K

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

22.6M
Shares

$972 Million
1.98% of portfolio
Lpl Financial LLC Fort Mill, SC

22.4M
Shares

$967 Million
0.37% of portfolio
Betterment LLC New York, NY

16.1M
Shares

$695 Million
1.56% of portfolio
Valmark Advisers, Inc.

6.26M
Shares

$270 Million
3.77% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

5.65M
Shares

$243 Million
0.04% of portfolio

About SPDR PORTFOLIO S&P 600 SMALL C

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