Sequent Planning LLC First Tr ETF Viii Cboe Vest U Transaction History
Sequent Planning LLC
- $292 Billion
- Q2 2024
A detailed history of Sequent Planning LLC transactions in First Tr ETF Viii Cboe Vest U stock. As of the latest transaction made, Sequent Planning LLC holds 139,462 shares of XDEC stock, worth $5.15 Million. This represents 1.72% of its overall portfolio holdings.
Number of Shares
139,462
Previous 141,881
1.7%
Holding current value
$5.15 Million
Previous $5 Billion
0.53%
% of portfolio
1.72%
Previous 1.81%
Shares
2 transactions
Others Institutions Holding XDEC
# of Institutions
75Shares Held
11.4MCall Options Held
0Put Options Held
0-
Prostatis Group LLC Hanover, MD4.74MShares$175 Million2.27% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ1.66MShares$61.5 Million0.15% of portfolio
-
Envestnet Asset Management Inc525KShares$19.4 Million0.01% of portfolio
-
Rovin Capital501KShares$18.5 Million7.53% of portfolio
-
Bouchey Financial Group LTD401KShares$14.8 Million1.41% of portfolio