Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
18,639
Previous 8,051 131.51%
Holding current value
$638 Million
Previous $268 Million 137.91%
% of portfolio
0.18%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
10,588 Added 131.51%
18,639 $638 Million
Q2 2025

Aug 14, 2025
BUY
N/A
8,051 New
8,051 $268 Million
Q2 2024

Aug 12, 2024
BUY
N/A
9,207 New
9,207 $278 Million
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