Sequent Planning LLC Ft Exch Trd Fd Viii Cboe Vest Transaction History
Sequent Planning LLC
- $272 Billion
- Q4 2024
A detailed history of Sequent Planning LLC transactions in Ft Exch Trd Fd Viii Cboe Vest stock. As of the latest transaction made, Sequent Planning LLC holds 20,832 shares of XJUN stock, worth $817,239. This represents 0.3% of its overall portfolio holdings.
Number of Shares
20,832
Previous 227,414
90.84%
Holding current value
$817,239
Previous $8.65 Billion
90.7%
% of portfolio
0.3%
Previous 2.98%
Shares
3 transactions
Others Institutions Holding XJUN
# of Institutions
83Shares Held
3MCall Options Held
0Put Options Held
0-
Kestra Advisory Services, LLC423KShares$16.6 Million0.1% of portfolio
-
Cetera Investment Advisers Schaumburg, IL352KShares$13.8 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC296KShares$11.6 Million0.02% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ253KShares$9.92 Million0.02% of portfolio
-
Envestnet Asset Management Inc140KShares$5.5 Million0.0% of portfolio