Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025
Number of Shares
5,810
Previous 5,893 1.41%
Holding current value
$205 Million
Previous $209 Million 1.86%
% of portfolio
0.07%
Previous 0.08%

Shares

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

May 13, 2025
SELL
N/A
-83 Reduced 1.41%
5,810 $205 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-24,932 Reduced 80.88%
5,893 $209 Million
Q3 2024

Nov 14, 2024
BUY
N/A
30,825 New
30,825 $1.08 Billion
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