Sequent Planning LLC FIRST TR EXCHNG TRADED FD VI Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025
Number of Shares
23,358
Previous 21,532 8.48%
Holding current value
$908 Million
Previous $810 Million 12.17%
% of portfolio
0.26%
Previous 0.26%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
1,826 Added 8.48%
23,358 $908 Million
Q2 2025

Aug 14, 2025
SELL
N/A
-664 Reduced 2.99%
21,532 $810 Million
Q1 2025

May 13, 2025
SELL
N/A
-6,253 Reduced 21.98%
22,196 $781 Million
Q4 2024

Feb 11, 2025
SELL
N/A
-4,531 Reduced 13.74%
28,449 $1.02 Billion
Q3 2024

Nov 14, 2024
SELL
N/A
-19,643 Reduced 37.33%
32,980 $1.17 Billion
Q2 2024

Aug 12, 2024
BUY
N/A
38,536 Added 273.56%
52,623 $1.8 Billion
Q1 2024

May 14, 2024
BUY
N/A
14,087 New
14,087 $470 Million
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