Sequent Planning LLC Spdr Index Shs Fds S&P Intl Di Transaction History
Sequent Planning LLC
- $352 Billion
- Q3 2025
A detailed history of Sequent Planning LLC transactions in Spdr Index Shs Fds S&P Intl Di stock. As of the latest transaction made, Sequent Planning LLC holds 5,730 shares of DWX stock, worth $249,312. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,730
Previous 5,988
4.31%
Holding current value
$249,312
Previous $252 Million
3.08%
% of portfolio
0.07%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding DWX
# of Institutions
154Shares Held
6.38MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY839KShares$36.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC718KShares$31.3 Million0.0% of portfolio
-
Wells Fargo & Company San Francisco, CA619KShares$26.9 Million0.01% of portfolio
-
Ubs Group Ag414KShares$18 Million0.0% of portfolio
-
Columbia River Financial Group, LLC Vancouver, WA273KShares$11.9 Million7.26% of portfolio