Sequent Planning LLC First Tr Value Line Divid Inde Transaction History

Sequent Planning LLC

$272 Billion
Q4 2024

A detailed history of Sequent Planning LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Sequent Planning LLC holds 29,655 shares of FVD stock, worth $1.32 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

29,655

Previous 30,111 1.51%

Holding current value

$1.32 Million

Previous $1.37 Billion 5.52%

% of portfolio

0.47%

Previous 0.47%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$43.4 - $46.7 $19,790 - $21,295	-456 Reduced 1.51%	29,655 $1.29 Billion
Q3 2024 Nov 14, 2024	BUY	$40.45 - $45.49 $20,022 - $22,517	495 Added 1.67%	30,111 $1.37 Billion
Q2 2024 Aug 12, 2024	SELL	$39.94 - $42.43 $212,720 - $225,982	-5,326 Reduced 15.24%	29,616 $1.2 Billion
Q1 2024 May 14, 2024	BUY	$39.94 - $42.23 $1.4 Million - $1.48 Million	34,942 New	34,942 $1.48 Billion

Others Institutions Holding FVD

# of Institutions

636

Shares Held

145M

Call Options Held

Put Options Held

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About FIRST TR VALUE LINE DIVID INDE

Ticker FVD
Sector ETFs
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Sequent Planning LLC First Tr Value Line Divid Inde Transaction History