Sequent Planning LLC Invesco Exchange Traded Fd Tr Transaction History
Sequent Planning LLC
- $278 Billion
- Q1 2025
A detailed history of Sequent Planning LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sequent Planning LLC holds 16,838 shares of XLG stock, worth $871,871. This represents 0.28% of its overall portfolio holdings.
Number of Shares
16,838
Previous 16,501
2.04%
Holding current value
$871,871
Previous $824 Million
6.01%
% of portfolio
0.28%
Previous 0.3%
Shares
3 transactions
Others Institutions Holding XLG
# of Institutions
553Shares Held
119MCall Options Held
20.1KPut Options Held
5K-
Demars Financial Group, LLC28.1MShares$1.45 Billion17.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$550 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.14MShares$370 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.24MShares$219 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA3.36MShares$174 Million0.03% of portfolio