Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $292 Billion
  • Q2 2024
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
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