Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Number of Shares
8,867
Previous 8,816 0.58%
Holding current value
$354 Million
Previous $332 Million 6.72%
% of portfolio
0.11%
Previous 0.12%

Shares

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

Aug 14, 2025
BUY
N/A
51 Added 0.58%
8,867 $354 Million
Q1 2025

May 13, 2025
BUY
N/A
1,401 Added 18.89%
8,816 $332 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-208,691 Reduced 96.57%
7,415 $287 Million
Q3 2024

Nov 14, 2024
BUY
N/A
11,744 Added 5.75%
216,106 $8.18 Billion
Q2 2024

Aug 12, 2024
SELL
N/A
-22,654 Reduced 9.98%
204,362 $7.54 Billion
Q1 2024

May 14, 2024
BUY
N/A
227,016 New
227,016 $8.15 Billion
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