Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024
Number of Shares
216,106
Previous 204,362 5.75%
Holding current value
$8.18 Billion
Previous $7.54 Billion 8.47%
% of portfolio
2.82%
Previous 2.58%

Shares

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