Sequent Planning LLC Frst Tr Ex Trd Viii Cboe Vest Transaction History

Sequent Planning LLC

$276 Billion
Q1 2024

A detailed history of Sequent Planning LLC transactions in Frst Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Sequent Planning LLC holds 23,618 shares of XSEP stock, worth $0. This represents 0.32% of its overall portfolio holdings.

Number of Shares

23,618

Holding current value

% of portfolio

0.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 14, 2024	BUY	N/A	23,618 New	23,618 $875 Million

Others Institutions Holding XSEP

# of Institutions

Shares Held

1.99M

Call Options Held

Put Options Held

Commonwealth Equity Services, LLC

572K
Shares

$0
0.04% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

209K
Shares

$0
0.0% of portfolio
Kestra Advisory Services, LLC

132K
Shares

$0
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

125K
Shares

$0
0.0% of portfolio
Lincoln National Corp

111K
Shares

$0
0.0% of portfolio

View Full List

About FRST TR EX TRD VIII CBOE VEST

Ticker XSEP

More about XSEP

Track This Portfolio

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.

Account