Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
24,779
Previous 30,856 19.69%
Holding current value
$578 Million
Previous $703 Million 17.8%
% of portfolio
0.16%
Previous 0.22%

Shares

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

Nov 12, 2025
SELL
N/A
-6,077 Reduced 19.69%
24,779 $578 Million
Q2 2025

Aug 14, 2025
BUY
N/A
30,856 New
30,856 $703 Million
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