Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $272 Billion
  • Q4 2024
Number of Shares
91,030
Previous 322,165 71.74%
Holding current value
$1.97 Billion
Previous $6.74 Billion 70.8%
% of portfolio
0.72%
Previous 2.32%

Shares

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

Feb 11, 2025
SELL
N/A
-231,135 Reduced 71.74%
91,030 $1.97 Billion
Q3 2024

Nov 14, 2024
SELL
N/A
-3,001,185 Reduced 90.31%
322,165 $6.74 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
3,323,350 New
3,323,350 $68.4 Billion
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