Sequent Planning LLC Franklin U.S. Low Volatility H Call Options Transaction History
Sequent Planning LLC
- $352 Billion
- Q3 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding LVHD
# of Institutions
112Shares Held
7.65MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.04MShares$41.8 Million0.0% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.02MShares$41.1 Million0.08% of portfolio
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Bank Of America Corp Charlotte, NC872KShares$35 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC831KShares$33.4 Million0.01% of portfolio
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Ubs Group Ag403KShares$16.2 Million0.0% of portfolio