Sequent Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History

Sequent Planning LLC

  • $272 Billion
  • Q4 2024

A detailed history of Sequent Planning LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Sequent Planning LLC holds 11,797 shares of SPTM stock, worth $797,359. This represents 0.31% of its overall portfolio holdings.

Number of Shares
11,797
Previous 11,125 6.04%
Holding current value
$797,359
Previous $779 Million 8.11%
% of portfolio
0.31%
Previous 0.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$69.3 - $74.3 $46,569 - $49,929
672 Added 6.04%
11,797 $843 Million
Q3 2024

Nov 14, 2024
BUY
$63.28 - $70.06 $39,043 - $43,227
617 Added 5.87%
11,125 $779 Million
Q2 2024

Aug 12, 2024
BUY
$60.69 - $66.83 $42,786 - $47,115
705 Added 7.19%
10,508 $698 Million
Q1 2024

May 14, 2024
BUY
$57.38 - $64.15 $562,496 - $628,862
9,803 New
9,803 $629 Million

Others Institutions Holding SPTM

# of Institutions
681
Shares Held
93.5M
Call Options Held
9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email