Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024
Number of Shares
19,077
Previous 18,812 1.41%
Holding current value
$701 Million
Previous $672 Million 4.34%
% of portfolio
0.24%
Previous 0.23%

Shares

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

Nov 14, 2024
BUY
N/A
265 Added 1.41%
19,077 $701 Million
Q2 2024

Aug 12, 2024
SELL
N/A
-14,798 Reduced 44.03%
18,812 $672 Million
Q1 2024

May 14, 2024
BUY
N/A
33,610 New
33,610 $1.13 Billion
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