Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025
Number of Shares
22,196
Previous 28,449 21.98%
Holding current value
$781 Million
Previous $1.02 Billion 23.78%
% of portfolio
0.28%
Previous 0.38%

Shares

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

May 13, 2025
SELL
N/A
-6,253 Reduced 21.98%
22,196 $781 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-4,531 Reduced 13.74%
28,449 $1.02 Billion
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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