First Ascent Asset Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
First Ascent Asset Management, LLC
- $892 Billion
- Q4 2023
A detailed history of First Ascent Asset Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, First Ascent Asset Management, LLC holds 131,931 shares of SPYV stock, worth $6.82 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
131,931
Previous 120,751
9.26%
Holding current value
$6.82 Million
Previous $4.98 Billion
23.48%
% of portfolio
0.69%
Previous 0.64%
Shares
5 transactions
Others Institutions Holding SPYV
# of Institutions
939Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.89 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.86 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.03 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$460 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$380 Million6.14% of portfolio