First Ascent Asset Management, LLC SPEM Holdings History
First Ascent Asset Management, LLC's SPDR Portfolio Emerging Markets ETF Holding Summary
As of 2023-12-31, First Ascent Asset Management, LLC held 571,790.00 shares of SPDR Portfolio Emerging Markets ETF(SPEM), totaling $20.25 Mil. This investment constitutes 2.28% of their stock portfolio, and First Ascent Asset Management, LLC now holds 0.28% of the outstanding SPDR Portfolio Emerging Markets ETF(SPEM) stock.
The initial trade took place in 2019Q4. And since then First Ascent Asset Management, LLC has made 15 purchases of SPEM, at an average price of $38.43, for a total of 601,047.00 shares. In addition, there have been 1 sales at an average price of $34.39 for 29,257.00 shares. Based on historical transaction data and SPEM's current price of $43.50, First Ascent Asset Management, LLC's estimated gain on his SPEM holdings is $2.78 Mil, reflecting a 12.03% gain to date.
First Ascent Asset Management, LLC SPEM ($43.50) Holding Chart
First Ascent Asset Management, LLC SPEM ($43.50) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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