Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $316 Billion
  • Q2 2025
Number of Shares
274,754
Previous 271,085 1.35%
Holding current value
$10 Billion
Previous $9.31 Billion 7.93%
% of portfolio
3.18%
Previous 3.35%

Shares

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

Aug 14, 2025
BUY
N/A
3,669 Added 1.35%
274,754 $10 Billion
Q1 2025

May 13, 2025
BUY
N/A
5,756 Added 2.17%
271,085 $9.31 Billion
Q4 2024

Feb 11, 2025
BUY
N/A
265,329 New
265,329 $9.28 Billion
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