Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Number of Shares
22,114
Previous 12,513 76.73%
Holding current value
$456 Million
Previous $240 Million 90.15%
% of portfolio
0.14%
Previous 0.09%

Shares

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

Aug 14, 2025
BUY
N/A
9,601 Added 76.73%
22,114 $456 Million
Q1 2025

May 13, 2025
BUY
N/A
12,513 New
12,513 $240 Million
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