Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
6,046
Previous 6,046 -0.0%
Holding current value
$221 Million
Previous $215 Million 3.0%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Aug 14, 2025
SELL
N/A
-213 Reduced 3.4%
6,046 $215 Million
Q4 2024

Feb 11, 2025
BUY
N/A
6,259 New
6,259 $213 Million
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