Sequent Planning LLC First Tr Large Cap Value Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024

A detailed history of Sequent Planning LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Sequent Planning LLC holds 3,259 shares of FTA stock, worth $269,584. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,259
Previous 3,639 10.44%
Holding current value
$269,584
Previous $266 Million 3.13%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Nov 14, 2024
SELL
$72.76 - $79.13 $27,648 - $30,069
-380 Reduced 10.44%
3,259 $258 Million
Q2 2024

Aug 12, 2024
SELL
$72.36 - $76.0 $35,673 - $37,468
-493 Reduced 11.93%
3,639 $266 Million
Q1 2024

May 14, 2024
BUY
$69.01 - $76.38 $285,149 - $315,602
4,132 New
4,132 $316 Million

Others Institutions Holding FTA

# of Institutions
211
Shares Held
11.2M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TR LARGE CAP VALUE

FTA Quotes by TradingView
  • Ticker FTA
  • Sector ETFs
  • Industry ETFs
More about FTA
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.

Choose your preferred platform and Sign Up 👇 Telegram Email