Sequent Planning LLC Technology Sector Spdr Transaction History
Sequent Planning LLC
- $272 Billion
- Q4 2024
A detailed history of Sequent Planning LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Sequent Planning LLC holds 14,217 shares of XLK stock, worth $3.41 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
14,217
Previous 10,650
33.49%
Holding current value
$3.41 Million
Previous $2.4 Billion
37.48%
% of portfolio
1.21%
Previous 0.83%
Shares
4 transactions
Others Institutions Holding XLK
# of Institutions
2,374Shares Held
181MCall Options Held
14.2MPut Options Held
17M-
Bank Of America Corp Charlotte, NC12.5MShares$3 Billion0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA11MShares$2.64 Billion0.59% of portfolio
-
Morgan Stanley New York, NY9.86MShares$2.37 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.47MShares$1.79 Billion0.73% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.74MShares$1.38 Billion0.36% of portfolio