Sequent Planning LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025
Number of Shares
168,426
Previous 166,463 1.18%
Holding current value
$3.49 Billion
Previous $3.4 Billion 2.66%
% of portfolio
1.26%
Previous 1.25%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
1,963 Added 1.18%
168,426 $3.49 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
2,593 Added 1.58%
166,463 $3.4 Billion
Q3 2024

Nov 14, 2024
SELL
N/A
-253 Reduced 0.15%
163,870 $3.5 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
24,189 Added 17.29%
164,123 $3.33 Billion
Q1 2024

May 14, 2024
BUY
N/A
139,934 New
139,934 $2.88 Billion
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