Sequent Planning LLC FIRST TR EXCHANGE-TRADED FD Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024
Number of Shares
163,870
Previous 164,123 0.15%
Holding current value
$3.5 Billion
Previous $3.33 Billion 5.06%
% of portfolio
1.21%
Previous 1.14%

Shares

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

Nov 14, 2024
SELL
N/A
-253 Reduced 0.15%
163,870 $3.5 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
24,189 Added 17.29%
164,123 $3.33 Billion
Q1 2024

May 14, 2024
BUY
N/A
139,934 New
139,934 $2.88 Billion
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