Sequent Planning LLC Invesco Ex Tr Self Indx Fd Tr Transaction History
Sequent Planning LLC
- $352 Billion
- Q3 2025
A detailed history of Sequent Planning LLC transactions in Invesco Ex Tr Self Indx Fd Tr stock. As of the latest transaction made, Sequent Planning LLC holds 29,034 shares of IMFL stock, worth $843,147. This represents 0.23% of its overall portfolio holdings.
Number of Shares
29,034
Previous 26,387
10.03%
Holding current value
$843,147
Previous $730 Million
10.03%
% of portfolio
0.23%
Previous 0.23%
Shares
5 transactions
Others Institutions Holding IMFL
# of Institutions
50Shares Held
17.4MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA14.3MShares$416 Million0.07% of portfolio
-
Stewardship Advisors, LLC576KShares$16.7 Million4.06% of portfolio
-
Ashton Thomas Securities, LLC Rochester, NY381KShares$11.1 Million1.47% of portfolio
-
Geneos Wealth Management Inc.339KShares$9.85 Million0.25% of portfolio
-
Private Advisor Group, LLC337KShares$9.78 Million0.05% of portfolio