Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025
Number of Shares
10,969
Previous 6,142 78.59%
Holding current value
$403 Million
Previous $222 Million 81.28%
% of portfolio
0.15%
Previous 0.08%

Shares

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