Sequent Planning LLC Spdr Portfolio S&P 500 Value E Transaction History
Sequent Planning LLC
- $272 Billion
- Q4 2024
A detailed history of Sequent Planning LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Sequent Planning LLC holds 15,562 shares of SPYV stock, worth $819,494. This represents 0.29% of its overall portfolio holdings.
Number of Shares
15,562
Previous 15,579
0.11%
Holding current value
$819,494
Previous $824 Million
3.36%
% of portfolio
0.29%
Previous 0.28%
Shares
2 transactions
Others Institutions Holding SPYV
# of Institutions
1,074Shares Held
437MCall Options Held
316KPut Options Held
4.7K-
Financial Engines Advisors L.L.C. Santa Clara, CA78.2MShares$4.12 Billion8.44% of portfolio
-
Lpl Financial LLC Fort Mill, SC41.4MShares$2.18 Billion0.89% of portfolio
-
Allworth Financial LP20.4MShares$1.07 Billion6.01% of portfolio
-
Demars Financial Group, LLC16.1MShares$850 Million10.16% of portfolio
-
Morgan Stanley New York, NY9.19MShares$484 Million0.03% of portfolio