Sequent Planning LLC Inv Act Mgd Ex Trd Fd Tr Transaction History
Sequent Planning LLC
- $352 Billion
- Q3 2025
Shares
4 transactions
Others Institutions Holding IHYF
# of Institutions
13Shares Held
4.15MCall Options Held
0Put Options Held
0-
Invesco Ltd. Atlanta, GA3.86MShares$85.3 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC111KShares$2.46 Million0.0% of portfolio
-
Pensionmark Financial Group, LLC Santa Barbara, CA52.5KShares$1.16 Million0.02% of portfolio
-
Avestar Capital, LLC41.6KShares$919,8820.06% of portfolio
-
Westside Investment Management, Inc.19.7KShares$435,7640.07% of portfolio