Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024
Number of Shares
254,369
Previous 243,955 4.27%
Holding current value
$8.44 Billion
Previous $7.93 Billion 6.35%
% of portfolio
2.91%
Previous 2.72%

Shares

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

Nov 14, 2024
BUY
N/A
10,414 Added 4.27%
254,369 $8.44 Billion
Q2 2024

Aug 12, 2024
SELL
N/A
-248,280 Reduced 50.44%
243,955 $7.93 Billion
Q1 2024

May 14, 2024
BUY
N/A
492,235 New
492,235 $15.6 Billion
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