Sequent Planning LLC Inv Act Mgd Ex Trd Fd Tr Transaction History
Sequent Planning LLC
- $290 Billion
- Q3 2024
A detailed history of Sequent Planning LLC transactions in Inv Act Mgd Ex Trd Fd Tr stock. As of the latest transaction made, Sequent Planning LLC holds 11,689 shares of IHYF stock, worth $258,560. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,689
Previous 56,465
79.3%
Holding current value
$258,560
Previous $1.25 Billion
78.76%
% of portfolio
0.09%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding IHYF
# of Institutions
19Shares Held
2.09MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA1.18MShares$26.2 Million0.01% of portfolio
-
Morris Retirement Advisors, LLC Parsippany, NJ505KShares$11.2 Million6.21% of portfolio
-
Lpl Financial LLC Fort Mill, SC143KShares$3.15 Million0.0% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA61.5KShares$1.36 Million0.01% of portfolio
-
Avestar Capital, LLC50.5KShares$1.12 Million0.12% of portfolio