Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $272 Billion
  • Q4 2024
Number of Shares
5,893
Previous 30,825 80.88%
Holding current value
$209 Million
Previous $1.08 Billion 80.59%
% of portfolio
0.08%
Previous 0.37%

Shares

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