Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025
Number of Shares
524,167
Previous 521,948 0.43%
Holding current value
$17.7 Billion
Previous $17.9 Billion 0.68%
% of portfolio
6.39%
Previous 6.55%

Shares

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

May 13, 2025
BUY
N/A
2,219 Added 0.43%
524,167 $17.7 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
521,948 New
521,948 $17.9 Billion
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