A detailed history of Sequent Planning LLC transactions in Spdr Ser Tr Spdr Ice Pfd Sec E stock. As of the latest transaction made, Sequent Planning LLC holds 16,744 shares of PSK stock, worth $577,333. This represents 0.21% of its overall portfolio holdings.

Number of Shares
16,744
Previous 19,265 13.09%
Holding current value
$577,333
Previous $647 Million 7.7%
% of portfolio
0.21%
Previous 0.22%

Shares

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

Nov 14, 2024

SELL
$33.58 - $35.96 $84,655 - $90,655
-2,521 Reduced 13.09%
16,744 $597 Million
Q2 2024

Aug 12, 2024

BUY
$32.98 - $34.74 $86,308 - $90,914
2,617 Added 15.72%
19,265 $647 Million
Q1 2024

May 14, 2024

BUY
$33.52 - $35.27 $558,040 - $587,174
16,648 New
16,648 $581 Million

Others Institutions Holding PSK

About SPDR SER TR SPDR ICE PFD SEC E


  • Ticker PSK
  • Sector ETFs
  • Industry ETFs
More about PSK
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.