Sequent Planning LLC Spdr S&P 500 ETF Trust Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 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 1,201 shares of SPY stock, worth $722,209. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,201
Previous 1,249 3.84%
Holding current value
$722,209
Previous $681 Million 1.17%
% of portfolio
0.24%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$517.38 - $573.86 $24,834 - $27,545
-48 Reduced 3.84%
1,201 $689 Million
Q2 2024

Aug 12, 2024
BUY
$495.16 - $548.49 $3,961 - $4,387
8 Added 0.64%
1,249 $681 Million
Q1 2024

May 14, 2024
BUY
$467.28 - $523.17 $579,894 - $649,253
1,241 New
1,241 $649 Million

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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