Sequent Planning LLC First Exc Trd Viii Cboe Vest U Transaction History
Sequent Planning LLC
- $272 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding DJAN
# of Institutions
96Shares Held
4.13MCall Options Held
0Put Options Held
0-
Brookstone Capital Management420KShares$15.5 Million0.27% of portfolio
-
Ifp Advisors, Inc353KShares$13 Million0.47% of portfolio
-
Signal Advisors Wealth, LLC Detroit, MI255KShares$9.43 Million0.95% of portfolio
-
Precedent Wealth Partners, LLC Houston, TX197KShares$7.27 Million2.08% of portfolio
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Mml Investors Services, LLC Springfield, MA196KShares$7.23 Million0.03% of portfolio