Number of Shares
175,794
Previous 161,346 8.95%
Holding current value
$5.32 Billion
Previous $4.92 Billion 8.22%
% of portfolio
1.82%
Previous 1.78%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
N/A
14,448 Added 8.95%
175,794 $5.32 Billion
Q1 2024

May 14, 2024

BUY
N/A
161,346 New
161,346 $4.92 Billion
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.