Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Number of Shares
10,350
Previous 7,743 33.67%
Holding current value
$405 Million
Previous $281 Million 44.35%
% of portfolio
0.13%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
2,607 Added 33.67%
10,350 $405 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-128 Reduced 1.63%
7,743 $286 Million
Q3 2024

Nov 14, 2024
SELL
N/A
-181 Reduced 2.25%
7,871 $285 Million
Q2 2024

Aug 12, 2024
SELL
N/A
-1,694 Reduced 17.38%
8,052 $282 Million
Q1 2024

May 14, 2024
BUY
N/A
9,746 New
9,746 $331 Million
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