Sequent Planning LLC Select Sector Spdr Tr Real Est Transaction History
Sequent Planning LLC
- $352 Billion
- Q3 2025
A detailed history of Sequent Planning LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Sequent Planning LLC holds 7,691 shares of XLRE stock, worth $314,946. This represents 0.09% of its overall portfolio holdings.
Number of Shares
7,691Holding current value
$314,946% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding XLRE
# of Institutions
840Shares Held
152MCall Options Held
490KPut Options Held
2.31M-
Creative Planning Overland Park, KS40.7MShares$1.67 Billion1.33% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$770 Million0.06% of portfolio
-
Morgan Stanley New York, NY6.67MShares$273 Million0.02% of portfolio
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Phoenix Holdings Ltd. Givatayim, L34.7MShares$192 Million2.49% of portfolio
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Lpl Financial LLC Fort Mill, SC4.18MShares$171 Million0.06% of portfolio