Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024
Number of Shares
166,684
Previous 175,794 5.18%
Holding current value
$5.07 Billion
Previous $5.32 Billion 4.79%
% of portfolio
1.75%
Previous 1.82%

Shares

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