Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024
Number of Shares
32,100
Previous 24,753 29.68%
Holding current value
$1.03 Billion
Previous $776 Million 32.81%
% of portfolio
0.36%
Previous 0.27%

Shares

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