Sequent Planning LLC
Position in BGLD — FT Vest Gold Strategy Quarterly Buffer ETF
CIK 2009724
OMAHA, NE
All Filings in BGLD
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BGLD | $2,515,826 | 146,781 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 BGLD | $2,722,098 | 159,094 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 BGLD | $3,767,271 | 158,116 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 BGLD | $19,533,440 | 909,844 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BGLD | $19,372,186 | 922,046 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 BGLD | $16,244,615 | 885,024 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||