Sequent Planning LLC's ownership history for SPY

Sequent Planning LLC currently holds 440 shares with a market value of $285.8K. It started holding SPY on 2024-09-30. At its peak, it held 1.3K shares on 2025-06-30. Its highest holding value was $885.5K on 2025-12-31. At its lowest, it held 440 shares on 2026-03-31, with a value of $285.8K on 2026-03-31. In the recent 180 days, Sequent Planning LLC has decreased its shares by 864. In the recent year, Sequent Planning LLC has decreased its shares by 741.