Sequent Planning LLC First Tr ETF Viii Cboe Vest U Transaction History
Sequent Planning LLC
- $352 Billion
- Q3 2025
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 123,812 shares of XDEC stock, worth $5 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
123,812
Previous 127,038
2.54%
Holding current value
$5 Million
Previous $4.93 Billion
0.63%
% of portfolio
1.41%
Previous 1.56%
Shares
7 transactions
Others Institutions Holding XDEC
# of Institutions
93Shares Held
4.13MCall Options Held
0Put Options Held
0-
Commonwealth Equity Services, LLC592KShares$23.9 Million0.03% of portfolio
-
Cetera Investment Advisers Schaumburg, IL389KShares$15.7 Million0.02% of portfolio
-
Janney Montgomery Scott LLC348KShares$14.1 Million0.03% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ313KShares$12.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc293KShares$11.9 Million0.0% of portfolio