Sequent Planning LLC First Tr ETF Viii Cboe Vest U Transaction History
Sequent Planning LLC
- $278 Billion
- Q1 2025
A detailed history of Sequent Planning LLC transactions in First Tr ETF Viii Cboe Vest U stock. As of the latest transaction made, Sequent Planning LLC holds 129,528 shares of XDEC stock, worth $4.75 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
129,528
Previous 130,935
1.07%
Holding current value
$4.75 Million
Previous $4.88 Billion
2.41%
% of portfolio
1.72%
Previous 1.79%
Shares
5 transactions
Others Institutions Holding XDEC
# of Institutions
84Shares Held
5.32MCall Options Held
0Put Options Held
0-
Bouchey Financial Group LTD726KShares$26.6 Million2.47% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ513KShares$18.8 Million0.04% of portfolio
-
Commonwealth Equity Services, LLC414KShares$15.2 Million0.02% of portfolio
-
Envestnet Asset Management Inc355KShares$13 Million0.0% of portfolio
-
Janney Montgomery Scott LLC345KShares$12.7 Million0.04% of portfolio