Sequent Planning LLC Spdr Portfolio S&P 1500 Compos Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024

A detailed history of Sequent Planning LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Sequent Planning LLC holds 11,125 shares of SPTM stock, worth $804,003. This represents 0.27% of its overall portfolio holdings.

Number of Shares
11,125
Previous 10,508 5.87%
Holding current value
$804,003
Previous $698 Million 11.69%
% of portfolio
0.27%
Previous 0.24%

Shares

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

Nov 14, 2024
BUY
$63.28 - $70.06 $39,043 - $43,227
617 Added 5.87%
11,125 $779 Million
Q2 2024

Aug 12, 2024
BUY
$60.69 - $66.83 $42,786 - $47,115
705 Added 7.19%
10,508 $698 Million
Q1 2024

May 14, 2024
BUY
$57.38 - $64.15 $562,496 - $628,862
9,803 New
9,803 $629 Million

Others Institutions Holding SPTM

# of Institutions
630
Shares Held
85M
Call Options Held
949K
Put Options Held
700
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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