Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Number of Shares
10,085
Previous 10,085 -0.0%
Holding current value
$342 Million
Previous $325 Million 5.34%
% of portfolio
0.11%
Previous 0.12%

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
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