A detailed history of Sequent Planning LLC transactions in Invesco ETF Tr Ii Taxable Mun stock. As of the latest transaction made, Sequent Planning LLC holds 8,677 shares of BAB stock, worth $230,634. This represents 0.08% of its overall portfolio holdings.

Number of Shares
8,677
Previous 28,352 69.4%
Holding current value
$230,634
Previous $741 Million 67.72%
% of portfolio
0.08%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$26.14 - $27.97 $514,304 - $550,309
-19,675 Reduced 69.4%
8,677 $239 Million
Q2 2024

Aug 12, 2024

SELL
$25.69 - $26.82 $59,832 - $62,463
-2,329 Reduced 7.59%
28,352 $741 Million
Q1 2024

May 14, 2024

BUY
$26.24 - $27.27 $805,069 - $836,670
30,681 New
30,681 $815 Million

Others Institutions Holding BAB

About INVESCO ETF TR II TAXABLE MUN


  • Ticker BAB
  • Sector ETFs
  • Industry ETFs
More about BAB
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.