Sequent Planning LLC Purchases and Sells in Q3 2024

Sequent Planning LLC

$290 Billion
Q3 2024

Top Buys

Incresed Positions

64 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIRST TR EXCHNG TRADED FD VI	11.7K + 5.75%	N/A	216K $8.18B
DJUL	12.4K + 172.09%	$38.81 - $41.41 $480K - $512K	19.6K $810M
FIRST TR EXCHNG TRADED FD VI	10.4K + 4.27%	N/A	254K $8.44B
MLI	1.53K + 10.03%	$55.73 - $74.1 $85K - $113K	16.7K $1.24B
GTO	6.48K + 34.83%	$46.22 - $48.77 $300K - $316K	25.1K $1.21B
VEA	5.51K + 61.46%	$47.6 - $53.31 $262K - $294K	14.5K $765M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIRST TR EXCHNG TRADED FD VI	2.89M New	N/A	2.89M $58.6B
FIRST TR EXCHNG TRADED FD VI	30.8K New	N/A	30.8K $1.08B
QQQM	4.51K New	$178.94 - $207.0 $806K - $933K	4.51K $905M
AGG	8.67K New	$96.25 - $101.98 $834K - $884K	8.67K $878M
SPYV	15.6K New	$48.51 - $52.86 $756K - $824K	15.6K $824M
XLG	16.5K New	$42.54 - $47.97 $700K - $789K	16.5K $782M

Top Sells

Reduced Positions

52 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIRST TR EXCHNG TRADED FD VI	-3M - 90.31%	N/A	322K $6.74B
SPLG	-21K - 78.18%	$60.84 - $67.51 $1.28M - $1.42M	5.86K $396M
PLW	-39.5K - 46.33%	N/A	45.7K $1.33B
IHYF	-44.8K - 79.3%	$22.12 - $22.12 $990K - $990K	11.7K $265M
SPHQ	-14.5K - 50.44%	$61.47 - $67.36 $893K - $979K	14.3K $960M
SHY	-10K - 13.43%	$81.31 - $83.29 $815K - $835K	64.6K $5.37B

Activity Summary All Purchases 91 New Holdings 27 Increased Positions 64 All Sells 52 Reductions 52 Sold out 0 Calls 0 Puts 0

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