Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024
Number of Shares
6,341
Previous 6,044 4.91%
Holding current value
$233 Million
Previous $215 Million 8.41%
% of portfolio
0.08%
Previous 0.07%

Shares

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