Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
10,312
Previous 10,696 3.59%
Holding current value
$404 Million
Previous $410 Million 1.25%
% of portfolio
0.11%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-384 Reduced 3.59%
10,312 $404 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-273 Reduced 2.49%
10,696 $410 Million
Q1 2025

May 13, 2025
BUY
N/A
4,827 Added 78.59%
10,969 $403 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-1,071 Reduced 14.85%
6,142 $222 Million
Q3 2024

Nov 14, 2024
BUY
N/A
109 Added 1.53%
7,213 $256 Million
Q2 2024

Aug 12, 2024
SELL
N/A
-327 Reduced 4.4%
7,104 $246 Million
Q1 2024

May 14, 2024
BUY
N/A
7,431 New
7,431 $250 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