Sequent Planning LLC Spdr S&P 500 ETF Trust Transaction History
Sequent Planning LLC
- $292 Billion
- Q2 2024
A detailed history of Sequent Planning LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Sequent Planning LLC holds 1,249 shares of SPY stock, worth $726,543. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,249
Previous 1,241
0.64%
Holding current value
$726,543
Previous $649 Million
4.93%
% of portfolio
0.23%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding SPY
# of Institutions
4,479Shares Held
572MCall Options Held
275MPut Options Held
401M-
Jpmorgan Chase & CO New York, NY56.3MShares$32.8 Billion2.7% of portfolio
-
Morgan Stanley New York, NY35MShares$20.3 Billion1.49% of portfolio
-
Goldman Sachs Group Inc New York, NY34.4MShares$20 Billion3.23% of portfolio
-
Bank Of America Corp Charlotte, NC25.1MShares$14.6 Billion1.22% of portfolio
-
International Assets Investment Management, LLC Orlando, FL14.3MShares$8.3 Billion0.07% of portfolio