Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $272 Billion
  • Q4 2024
Number of Shares
110,119
Previous 2,889,665 96.19%
Holding current value
$2.3 Billion
Previous $58.6 Billion 96.07%
% of portfolio
0.85%
Previous 20.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
N/A
-2,779,546 Reduced 96.19%
110,119 $2.3 Billion
Q3 2024

Nov 14, 2024
BUY
N/A
2,889,665 New
2,889,665 $58.6 Billion
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