Sequent Asset Management, LLC Spdr Portfolio S&P 500 Value E Transaction History
Sequent Asset Management, LLC
- $118 Million
- Q2 2024
A detailed history of Sequent Asset Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Sequent Asset Management, LLC holds 19,592 shares of SPYV stock, worth $1.03 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
19,592
Previous 19,592
-0.0%
Holding current value
$1.03 Million
Previous $981,000
2.75%
% of portfolio
0.81%
Previous 0.88%
Shares
8 transactions
Others Institutions Holding SPYV
# of Institutions
940Shares Held
378MCall Options Held
307KPut Options Held
3.5K-
Financial Engines Advisors L.L.C. Santa Clara, CA75.2MShares$3.97 Billion8.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC36MShares$1.9 Billion0.89% of portfolio
-
Allworth Financial LP19.8MShares$1.05 Billion6.25% of portfolio
-
Morgan Stanley New York, NY8.89MShares$469 Million0.03% of portfolio
-
Valmark Advisers, Inc.7.35MShares$388 Million6.14% of portfolio