Number of Shares
21,260
Previous 20,000 6.3%
Holding current value
$60.6 Million
Previous $65.2 Million 7.07%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
N/A
1,260 Added 6.3%
21,260 $60.6 Million
Q2 2024

Aug 12, 2024

BUY
N/A
20,000 New
20,000 $65.2 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.