Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
10,085
Previous 10,085 -0.0%
Holding current value
$352 Million
Previous $342 Million 3.04%
% of portfolio
0.1%
Previous 0.11%

Shares

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

May 13, 2025
BUY
N/A
10,085 New
10,085 $325 Million
Q3 2024

Nov 14, 2024
BUY
N/A
7,347 Added 29.68%
32,100 $1.03 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
4,200 Added 20.43%
24,753 $776 Million
Q1 2024

May 14, 2024
BUY
N/A
20,553 New
20,553 $628 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