Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024
Number of Shares
32,980
Previous 52,623 37.33%
Holding current value
$1.17 Billion
Previous $1.8 Billion 35.0%
% of portfolio
0.4%
Previous 0.62%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
N/A
-19,643 Reduced 37.33%
32,980 $1.17 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
38,536 Added 273.56%
52,623 $1.8 Billion
Q1 2024

May 14, 2024
BUY
N/A
14,087 New
14,087 $470 Million
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