Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025
Number of Shares
8,667
Previous 6,193 39.95%
Holding current value
$287 Million
Previous $209 Million 37.39%
% of portfolio
0.1%
Previous 0.08%

Shares

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

May 13, 2025
BUY
N/A
2,474 Added 39.95%
8,667 $287 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-324 Reduced 4.97%
6,193 $209 Million
Q3 2024

Nov 14, 2024
BUY
N/A
6,517 New
6,517 $216 Million
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