Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Number of Shares
140,875
Previous 88,729 58.77%
Holding current value
$3.31 Billion
Previous $1.85 Billion 79.3%
% of portfolio
1.05%
Previous 0.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
52,146 Added 58.77%
140,875 $3.31 Billion
Q1 2025

May 13, 2025
SELL
N/A
-2,301 Reduced 2.53%
88,729 $1.85 Billion
Q4 2024

Feb 11, 2025
SELL
N/A
-231,135 Reduced 71.74%
91,030 $1.97 Billion
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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