Sequent Planning LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Sequent Planning LLC

  • $292 Billion
  • Q2 2024
Number of Shares
164,123
Previous 139,934 17.29%
Holding current value
$3.33 Billion
Previous $2.88 Billion 15.8%
% of portfolio
1.14%
Previous 1.04%

Shares

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

Aug 12, 2024
BUY
N/A
24,189 Added 17.29%
164,123 $3.33 Billion
Q1 2024

May 14, 2024
BUY
N/A
139,934 New
139,934 $2.88 Billion
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