Sequent Planning LLC First Tr Large Cap Value Transaction History
Sequent Planning LLC
- $272 Billion
- Q4 2024
A detailed history of Sequent Planning LLC transactions in First Tr Large Cap Value stock. As of the latest transaction made, Sequent Planning LLC holds 3,115 shares of FTA stock, worth $243,873. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,115
Previous 3,259
4.42%
Holding current value
$243,873
Previous $258 Million
7.66%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding FTA
# of Institutions
222Shares Held
11.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.18MShares$171 Million0.01% of portfolio
-
Ubs Group Ag1.01MShares$79.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC849KShares$66.5 Million0.03% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL452KShares$35.4 Million0.01% of portfolio
-
Envestnet Asset Management Inc417KShares$32.6 Million0.01% of portfolio