Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024
Number of Shares
7,871
Previous 8,052 2.25%
Holding current value
$285 Million
Previous $282 Million 1.07%
% of portfolio
0.1%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email