Sequent Planning LLC Inv Act Mgd Ex Trd Fd Tr Transaction History
Sequent Planning LLC
- $292 Billion
- Q2 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 56,465 shares of IHYF stock, worth $1.25 Million. This represents 0.43% of its overall portfolio holdings.
Number of Shares
56,465
Previous 61,918
8.81%
Holding current value
$1.25 Million
Previous $1.38 Billion
9.75%
% of portfolio
0.43%
Previous 0.5%
Shares
2 transactions
Others Institutions Holding IHYF
# of Institutions
14Shares Held
2.04MCall 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, SC112KShares$2.47 Million0.0% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA66.3KShares$1.47 Million0.1% of portfolio
-
Avestar Capital, LLC56.8KShares$1.26 Million0.13% of portfolio