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
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$34.77 - $36.07 $84,108 - $87,253
-2,419 Reduced 1.7%
139,462 $5.03 Billion
Q1 2024

May 14, 2024

BUY
$33.88 - $35.27 $4.81 Million - $5 Million
141,881 New
141,881 $5 Billion

Others Institutions Holding XDEC

About FIRST TR ETF VIII CBOE VEST U


  • Ticker XDEC
  • Sector ETFs
  • Industry ETFs
More about XDEC
Track This Portfolio

Track Sequent Planning LLC Portfolio

Follow Sequent Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.