Sequent Planning LLC
Position in XMAR — FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
CIK 2009724
OMAHA, NE
All Filings in XMAR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XMAR | $271,647 | 6,709 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 XMAR | $388,478 | 9,729 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 XMAR | $404,467 | 10,312 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 XMAR | $409,581 | 10,696 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 XMAR | $403,055 | 10,969 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 XMAR | $222,340 | 6,142 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 XMAR | $255,989 | 7,213 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 XMAR | $245,592 | 7,104 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 XMAR | $249,830 | 7,431 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||