Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Number of Shares
10,383
Previous 10,729 3.22%
Holding current value
$363 Million
Previous $355 Million 2.0%
% of portfolio
0.11%
Previous 0.13%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-346 Reduced 3.22%
10,383 $363 Million
Q1 2025

May 13, 2025
BUY
N/A
267 Added 2.55%
10,729 $355 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-243,907 Reduced 95.89%
10,462 $353 Million
Q3 2024

Nov 14, 2024
BUY
N/A
10,414 Added 4.27%
254,369 $8.44 Billion
Q2 2024

Aug 12, 2024
SELL
N/A
-248,280 Reduced 50.44%
243,955 $7.93 Billion
Q1 2024

May 14, 2024
BUY
N/A
492,235 New
492,235 $15.6 Billion
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