Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025
Number of Shares
8,816
Previous 7,415 18.89%
Holding current value
$332 Million
Previous $287 Million 15.88%
% of portfolio
0.12%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
1,401 Added 18.89%
8,816 $332 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-208,691 Reduced 96.57%
7,415 $287 Million
Q3 2024

Nov 14, 2024
BUY
N/A
11,744 Added 5.75%
216,106 $8.18 Billion
Q2 2024

Aug 12, 2024
SELL
N/A
-22,654 Reduced 9.98%
204,362 $7.54 Billion
Q1 2024

May 14, 2024
BUY
N/A
227,016 New
227,016 $8.15 Billion
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