Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025
Number of Shares
6,235
Previous 6,235 -0.0%
Holding current value
$229 Million
Previous $233 Million 1.55%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Feb 11, 2025
SELL
N/A
-25,432 Reduced 80.31%
6,235 $233 Million
Q3 2024

Nov 14, 2024
BUY
N/A
6,270 Added 24.69%
31,667 $1.16 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
3,591 Added 16.47%
25,397 $901 Million
Q1 2024

May 14, 2024
BUY
N/A
21,806 New
21,806 $751 Million
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