Sequent Planning LLC Ishares Tr Transaction History
Sequent Planning LLC
- $292 Billion
- Q2 2024
A detailed history of Sequent Planning LLC transactions in Ishares Tr stock. As of the latest transaction made, Sequent Planning LLC holds 26,136 shares of INTF stock, worth $786,693. This represents 0.26% of its overall portfolio holdings.
Number of Shares
26,136
Previous 28,416
8.02%
Holding current value
$786,693
Previous $848 Million
9.44%
% of portfolio
0.26%
Previous 0.31%
Shares
2 transactions
Others Institutions Holding INTF
# of Institutions
137Shares Held
38.2MCall Options Held
0Put Options Held
0-
Strategic Financial Services, Inc, Utica, NY7.77MShares$234 Million14.4% of portfolio
-
Halbert Hargrove Global Advisors, LLC2.86MShares$86.1 Million4.97% of portfolio
-
Tolleson Wealth Management, Inc. Dallas, TX2.44MShares$73.5 Million14.08% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL2.44MShares$73.4 Million3.22% of portfolio
-
Clearwater Capital Advisors, LLC1.76MShares$52.9 Million5.74% of portfolio