Sequent Planning LLC Spdr Ser Tr Spdr Portfolio Cor Transaction History
Sequent Planning LLC
- $272 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding SPBO
# of Institutions
159Shares Held
46MCall Options Held
900Put Options Held
100-
Adviser Investments LLC13.8MShares$397 Million4.91% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$104 Million0.04% of portfolio
-
Nepc LLC Boston, MA2.46MShares$70.9 Million2.23% of portfolio
-
St Germain D J CO Inc Springfield, MA2.42MShares$69.7 Million3.25% of portfolio
-
Bank Of America Corp Charlotte, NC2.27MShares$65.5 Million0.01% of portfolio