Sequent Planning LLC
Holdings in SMA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,012,616 | 65,049 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $931,251 | 24,741 | Shares | Sole | 2025-11-12 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,012,616 | 65,049 | Shares | Sole | 2026-02-05 |
| 2025-09-30 | $931,251 | 24,741 | Shares | Sole | 2025-11-12 |