Sequent Planning LLC Sells in Q4 2024

Sequent Planning LLC

  • $272 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
First Tr Exchng Traded Fd Vi
-2.78M
- 96.19%
N/A
110K $2.3B
GLD
Spdr Gold Trust

ETFs
-80.7K
- 76.55%
$236.59 - $257.5 $19.1M - $20.8M
24.7K $5.98B
First Tr Exchng Traded Fd Vi
-244K
- 95.89%
N/A
10.5K $353M
First Tr Exchng Traded Fd Vi
-209K
- 96.57%
N/A
7.42K $287M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-207K
- 90.84%
$37.81 - $38.94 $7.81M - $8.04M
20.8K $805M
First Tr Exchng Traded Fd Vi
-231K
- 71.74%
N/A
91K $1.97B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
-94.6K
- 92.36%
$42.26 - $43.93 $4M - $4.16M
7.83K $339M
TIP
Ishares Tr Tips Bd ETF

ETFs
-12.3K
- 11.48%
$106.33 - $110.69 $1.31M - $1.36M
94.9K $10.1B
QJUN
First Tr ETF
-51.3K
- 26.53%
$26.78 - $28.75 $1.37M - $1.48M
142K $3.99B
First Tr Exchng Traded Fd Vi
-25.4K
- 80.31%
N/A
6.24K $233M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-5.61K
- 8.69%
$81.68 - $82.93 $458K - $465K
59K $4.84B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-3.37K
- 9.51%
$115.08 - $119.55 $388K - $403K
32K $3.7B
PEP
Pepsico Inc

Consumer Defensive
-245
- 1.12%
$151.29 - $176.1 $37.1K - $43.1K
21.7K $3.3B
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-21.9K
- 9.86%
$28.37 - $30.25 $620K - $661K
200K $5.95B
First Tr Exchng Traded Fd Vi
-11.2K
- 6.72%
N/A
155K $4.68B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-3.89K
- 9.55%
$104.59 - $118.05 $406K - $459K
36.8K $3.99B
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-8.69K
- 44.01%
N/A
11.1K $430M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-3.73K
- 49.16%
$89.97 - $98.59 $336K - $368K
3.86K $367M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-4.06K
- 33.97%
$69.58 - $74.87 $283K - $304K
7.89K $553M
First Tr Exchng Traded Fd Vi
-8.42K
- 44.11%
N/A
10.7K $400M
VTI
Vanguard Total Stock Market Et

ETFs
-1.81K
- 5.23%
$280.04 - $302.45 $508K - $549K
32.9K $9.52B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.97K
- 27.79%
$65.67 - $69.79 $261K - $277K
10.3K $691M
TECK
Teck Resources LTD

Basic Materials
-292
- 1.43%
$39.99 - $52.38 $11.7K - $15.3K
20.2K $818M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-471
- 23.96%
$442.29 - $483.08 $208K - $228K
1.5K $678M
WLK
Westlake Corp

Basic Materials
-63
- 1.25%
$113.23 - $148.98 $7.13K - $9.39K
4.99K $572M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.6K
- 10.94%
$71.75 - $75.11 $115K - $120K
13K $938M
WMT
Walmart Inc.

Consumer Defensive
-2.27K
- 40.37%
$79.1 - $95.7 $180K - $218K
3.36K $303M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-5.91K
- 4.32%
$36.71 - $37.55 $217K - $222K
131K $4.88B
FTCS
First Trust Capital Strength E

ETFs
-1.07K
- 6.06%
$87.62 - $94.03 $93.7K - $101K
16.6K $1.45B
PSK
Spdr Ser Tr Spdr Ice Pfd Sec E

ETFs
-3.02K
- 18.01%
$32.75 - $35.81 $98.7K - $108K
13.7K $453M
First Tr Exchng Traded Fd Vi
-4.53K
- 13.74%
N/A
28.4K $1.02B
ON
On Semiconductor Corp

Technology
-88
- 0.67%
$63.05 - $74.7 $5.55K - $6.57K
13K $819M
DSL
Double Line Income Solutions Fund

Financial Services
-8.43K
- 17.61%
$12.32 - $13.0 $104K - $110K
39.5K $496M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-193
- 0.73%
$50.06 - $55.0 $9.66K - $10.6K
26.4K $1.32B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-495
- 8.43%
$481.22 - $538.17 $238K - $266K
5.37K $2.75B
VIRC
Virco Mfg Corporation

Consumer Cyclical
-508
- 1.65%
$10.21 - $16.74 $5.19K - $8.5K
30.3K $310M
LOW
Lowes Companies Inc

Consumer Cyclical
-66
- 1.65%
$244.52 - $284.07 $16.1K - $18.7K
3.94K $973M
PLW
Invesco 1 30 Laddered Treasury

ETFs
-536
- 1.17%
N/A
45.2K $1.22B
VEA
Vanguard Ftse Developed Market

ETFs
-127
- 0.88%
$47.57 - $52.44 $6.04K - $6.66K
14.4K $687M
CNQ
Canadian Natural Resources LTD

Energy
-403
- 1.47%
$29.51 - $37.6 $11.9K - $15.2K
27K $834M
MSFT
Microsoft Corp

Technology
-75
- 1.49%
$406.35 - $454.46 $30.5K - $34.1K
4.97K $2.09B
FVD
First Tr Value Line Divid Inde

ETFs
-456
- 1.51%
$43.4 - $46.7 $19.8K - $21.3K
29.7K $1.29B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-1.15K
- 19.66%
$66.77 - $71.52 $76.9K - $82.4K
4.71K $324M
DGRO
Ishares Core Dividend Growth E

ETFs
-748
- 4.36%
$60.73 - $64.94 $45.4K - $48.6K
16.4K $1.01B
CIVI
Civitas Resources, Inc.

Energy
-5
- 0.04%
$42.79 - $54.92 $214 - $275
13.3K $609M
FLRT
Pacer Fds Tr Pacific Asset Flt

ETFs
-1.33K
- 14.03%
$47.5 - $47.86 $63K - $63.5K
8.13K $387M
RDVY
First Trust Rising Dividend Ac

ETFs
-1.03K
- 5.22%
$58.65 - $64.37 $60.2K - $66.1K
18.6K $1.1B
TDIV
First Trust Nasdaq Technology

ETFs
-388
- 2.41%
$78.03 - $82.13 $30.3K - $31.9K
15.7K $1.23B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-306
- 2.88%
$44.04 - $49.49 $13.5K - $15.1K
10.3K $454M
Activity Summary
Buys All Purchases 55 New Holdings 12 Increased Positions 43 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
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