Sequent Planning LLC Ishares Msci Kld 400 Social Et Transaction History
Sequent Planning LLC
- $278 Billion
- Q1 2025
Shares
1 transactions
Others Institutions Holding DSI
# of Institutions
605Shares Held
25.4MCall Options Held
1KPut Options Held
1.6K-
Morgan Stanley New York, NY3.9MShares$397 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.03MShares$207 Million0.07% of portfolio
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Bank Of America Corp Charlotte, NC1.44MShares$147 Million0.01% of portfolio
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Jpmorgan Chase & CO New York, NY1.24MShares$126 Million0.01% of portfolio
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Lpl Financial LLC Fort Mill, SC1.01MShares$103 Million0.04% of portfolio