Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Number of Shares
11,810
Previous 10,662 10.77%
Holding current value
$452 Million
Previous $401 Million 12.96%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Aug 14, 2025
BUY
N/A
1,148 Added 10.77%
11,810 $452 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-8,415 Reduced 44.11%
10,662 $400 Million
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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