Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025
Number of Shares
135,795
Previous 155,481 12.66%
Holding current value
$4.06 Billion
Previous $4.68 Billion 13.23%
% of portfolio
1.46%
Previous 1.72%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
N/A
-19,686 Reduced 12.66%
135,795 $4.06 Billion
Q4 2024

Feb 11, 2025
SELL
N/A
-11,203 Reduced 6.72%
155,481 $4.68 Billion
Q3 2024

Nov 14, 2024
SELL
N/A
-9,110 Reduced 5.18%
166,684 $5.07 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
14,448 Added 8.95%
175,794 $5.32 Billion
Q1 2024

May 14, 2024
BUY
N/A
161,346 New
161,346 $4.92 Billion
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email