Sequent Planning LLC Select Sector Spdr Consumer Di Transaction History
Sequent Planning LLC
- $290 Billion
- Q3 2024
A detailed history of Sequent Planning LLC transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Sequent Planning LLC holds 3,906 shares of XLY stock, worth $838,305. This represents 0.27% of its overall portfolio holdings.
Number of Shares
3,906
Previous 3,220
21.3%
Holding current value
$838,305
Previous $589 Million
32.81%
% of portfolio
0.27%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding XLY
# of Institutions
1,294Shares Held
76.7MCall Options Held
7.35MPut Options Held
18M-
Bank Of America Corp Charlotte, NC19MShares$4.08 Billion0.32% of portfolio
-
Jpmorgan Chase & CO New York, NY4.34MShares$932 Million0.07% of portfolio
-
Morgan Stanley New York, NY3.42MShares$734 Million0.05% of portfolio
-
Wells Fargo & Company San Francisco, CA2.82MShares$606 Million0.13% of portfolio
-
Envestnet Asset Management Inc2.6MShares$557 Million0.17% of portfolio