Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
6,257
Previous 5,547 12.8%
Holding current value
$251 Million
Previous $216 Million 16.13%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 12, 2025
BUY
N/A
710 Added 12.8%
6,257 $251 Million
Q2 2025

Aug 14, 2025
BUY
N/A
5,547 New
5,547 $216 Million
Q3 2024

Nov 14, 2024
BUY
N/A
297 Added 4.91%
6,341 $233 Million
Q2 2024

Aug 12, 2024
BUY
N/A
75 Added 1.26%
6,044 $215 Million
Q1 2024

May 14, 2024
BUY
N/A
5,969 New
5,969 $205 Million
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