Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024
Number of Shares
322,165
Previous 3,323,350 90.31%
Holding current value
$6.74 Billion
Previous $68.4 Billion 90.15%
% of portfolio
2.32%
Previous 23.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
N/A
-3,001,185 Reduced 90.31%
322,165 $6.74 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
3,323,350 New
3,323,350 $68.4 Billion
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