Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025
Number of Shares
270,543
Previous 265,663 1.84%
Holding current value
$5.31 Billion
Previous $5.36 Billion 0.99%
% of portfolio
1.91%
Previous 1.97%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
4,880 Added 1.84%
270,543 $5.31 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
265,663 New
265,663 $5.36 Billion
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