Sequent Planning LLC First Tr Ex Trd Viii Cboe Vest Transaction History
Sequent Planning LLC
- $290 Billion
- Q3 2024
A detailed history of Sequent Planning LLC transactions in First Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Sequent Planning LLC holds 102,452 shares of DJUN stock, worth $4.45 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
102,452
Previous 108,459
5.54%
Holding current value
$4.45 Million
Previous $4.44 Billion
1.75%
% of portfolio
1.5%
Previous 1.52%
Shares
2 transactions
Others Institutions Holding DJUN
# of Institutions
97Shares Held
2.23MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC190KShares$8.27 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC128KShares$5.56 Million0.01% of portfolio
-
Concurrent Investment Advisors, LLC Tampa, FL91.9KShares$4 Million0.12% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI72.5KShares$3.15 Million0.44% of portfolio
-
Per Stirling Capital Management, Llc. Austin, TX69.1KShares$3 Million0.41% of portfolio