Sequent Planning LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Sequent Planning LLC
- $290 Billion
- Q3 2024
A detailed history of Sequent Planning LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Sequent Planning LLC holds 5,859 shares of SPLG stock, worth $410,422. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,859
Previous 26,855
78.18%
Holding current value
$410,422
Previous $1.72 Billion
77.04%
% of portfolio
0.14%
Previous 0.59%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,145Shares Held
479MCall Options Held
259KPut Options Held
171K-
Betterment LLC New York, NY49.1MShares$3.44 Billion7.97% of portfolio
-
Lpl Financial LLC Fort Mill, SC35.6MShares$2.5 Billion1.1% of portfolio
-
Creative Planning Overland Park, KS29.5MShares$2.07 Billion1.98% of portfolio
-
Invesco Ltd. Atlanta, GA13.2MShares$926 Million0.18% of portfolio
-
Advance Capital Management, Inc. Southfield, MI12.5MShares$879 Million50.16% of portfolio