Position in ASST
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$293,479
New position
Shares Held
26,900
first reported quarter
Ownership
0.031%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#78
of 169 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Spartan Wealth Advisory Services LLC holds $4,434,974 across 6 Asset Management names. ASST ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
4,488 | $2,058,914 | |
| 2 | BX |
Blackstone Inc.
|
5,888 | $692,840 | |
| 3 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
41,625 | $619,380 | |
| 4 | BCSF |
Bain Capital Specialty Finance, Inc.
|
44,250 | $554,010 | |
| 5 | ASST |
Strive, Inc.
This page
|
26,900 | $293,479 | |
| 6 | BLK |
BlackRock, Inc.
|
225 | $216,351 |
All Filings in ASST
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $293,479 | 26,900 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||