Sequent Planning LLC Frst Tr Ex Trd Viii Cboe Vest Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024

A detailed history of Sequent Planning LLC transactions in Frst Tr Ex Trd Viii Cboe Vest stock. As of the latest transaction made, Sequent Planning LLC holds 19,756 shares of XSEP stock, worth $0. This represents 0.26% of its overall portfolio holdings.

Number of Shares
19,756
Previous 18,029 9.58%
Holding current value
$0
Previous $680 Million 11.46%
% of portfolio
0.26%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
N/A
1,727 Added 9.58%
19,756 $758 Million
Q2 2024

Aug 12, 2024
SELL
N/A
-5,589 Reduced 23.66%
18,029 $680 Million
Q1 2024

May 14, 2024
BUY
N/A
23,618 New
23,618 $875 Million

Others Institutions Holding XSEP

# of Institutions
59
Shares Held
1.76M
Call Options Held
0
Put Options Held
0
View Full List

About FRST TR EX TRD VIII CBOE VEST

XSEP Quotes by TradingView
  • Ticker XSEP
More about XSEP
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.

Choose your preferred platform and Sign Up 👇 Telegram Email