Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Number of Shares
32,958
Previous 32,738 0.67%
Holding current value
$705 Million
Previous $640 Million 10.14%
% of portfolio
0.22%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
N/A
220 Added 0.67%
32,958 $705 Million
Q1 2025

May 13, 2025
BUY
N/A
228 Added 0.7%
32,738 $640 Million
Q4 2024

Feb 11, 2025
BUY
N/A
32,510 New
32,510 $657 Million
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email