Sequent Planning LLC First Tr ETF Viii Cboe Vest Us Transaction History
Sequent Planning LLC
- $352 Billion
- Q3 2025
A detailed history of Sequent Planning LLC transactions in First Tr ETF Viii Cboe Vest Us stock. As of the latest transaction made, Sequent Planning LLC holds 4,493 shares of FSEP stock, worth $227,615. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,493
Previous 4,563
1.53%
Holding current value
$227,615
Previous $219 Million
3.66%
% of portfolio
0.06%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding FSEP
# of Institutions
145Shares Held
5.73MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc547KShares$27.7 Million0.01% of portfolio
-
Cwm, LLC429KShares$21.8 Million0.07% of portfolio
-
Cetera Investment Advisers Schaumburg, IL412KShares$20.9 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ337KShares$17.1 Million0.03% of portfolio
-
Commonwealth Equity Services, LLC307KShares$15.5 Million0.02% of portfolio