Sequent Planning LLC First Tr Large Cap Value Transaction History
Sequent Planning LLC
- $352 Billion
- Q3 2025
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 2,847 shares of FTA stock, worth $238,151. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,847
Previous 2,934
2.97%
Holding current value
$238,151
Previous $231 Million
2.81%
% of portfolio
0.07%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding FTA
# of Institutions
227Shares Held
10.6MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.05MShares$172 Million0.01% of portfolio
-
Ubs Group Ag969KShares$81.1 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC924KShares$77.3 Million0.02% of portfolio
-
Envestnet Asset Management Inc407KShares$34 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC346KShares$29 Million0.0% of portfolio