Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Number of Shares
10,696
Previous 10,969 2.49%
Holding current value
$410 Million
Previous $403 Million 1.62%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Aug 14, 2025
SELL
N/A
-273 Reduced 2.49%
10,696 $410 Million
Q1 2025

May 13, 2025
BUY
N/A
4,827 Added 78.59%
10,969 $403 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-1,071 Reduced 14.85%
6,142 $222 Million
Q3 2024

Nov 14, 2024
BUY
N/A
109 Added 1.53%
7,213 $256 Million
Q2 2024

Aug 12, 2024
SELL
N/A
-327 Reduced 4.4%
7,104 $246 Million
Q1 2024

May 14, 2024
BUY
N/A
7,431 New
7,431 $250 Million
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