A detailed history of Sequent Planning LLC transactions in First Tr ETF Viii Tcw Opportun stock. As of the latest transaction made, Sequent Planning LLC holds 107,596 shares of FIXD stock, worth $4.88 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
107,596
Previous 95,993 12.09%
Holding current value
$4.88 Million
Previous $4.19 Billion 10.21%
% of portfolio
1.58%
Previous 1.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$42.01 - $43.6 $487,442 - $505,890
11,603 Added 12.09%
107,596 $4.61 Billion
Q1 2024

May 14, 2024

BUY
$43.25 - $44.65 $4.15 Million - $4.29 Million
95,993 New
95,993 $4.19 Billion

Others Institutions Holding FIXD

About FIRST TR ETF VIII TCW OPPORTUN


  • Ticker FIXD
  • Sector ETFs
  • Industry ETFs
More about FIXD
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.