Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $272 Billion
  • Q4 2024
Number of Shares
28,449
Previous 32,980 13.74%
Holding current value
$1.02 Billion
Previous $1.17 Billion 12.33%
% of portfolio
0.38%
Previous 0.4%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
N/A
-4,531 Reduced 13.74%
28,449 $1.02 Billion
Q3 2024

Nov 14, 2024
SELL
N/A
-19,643 Reduced 37.33%
32,980 $1.17 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
38,536 Added 273.56%
52,623 $1.8 Billion
Q1 2024

May 14, 2024
BUY
N/A
14,087 New
14,087 $470 Million
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