Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Number of Shares
16,684
Previous 8,667 92.5%
Holding current value
$587 Million
Previous $287 Million 104.4%
% of portfolio
0.19%
Previous 0.1%

Shares

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

Aug 14, 2025
BUY
N/A
8,017 Added 92.5%
16,684 $587 Million
Q1 2025

May 13, 2025
BUY
N/A
2,474 Added 39.95%
8,667 $287 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-324 Reduced 4.97%
6,193 $209 Million
Q3 2024

Nov 14, 2024
BUY
N/A
6,517 New
6,517 $216 Million
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