Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEQUENT PLANNING LLC | 08-08-2024 | 06-30-2024 | 138 | 292,195,864 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TECK RESOURCES LTD | CL B | 51 | $921,369 | 19,135 | 0.00 | 0.00 | -2,197 | -10.30 | 06-30-2024 |
| ISHARES TR | CORE DIV GRWTH | 52 | $920,949 | 16,025 | 0.00 | 0.00 | -1,188 | -6.90 | 06-30-2024 |
| SUNCOR ENERGY INC NEW | COM | 53 | $912,537 | 23,876 | 0.00 | 0.00 | -2,452 | -9.31 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 54 | $900,578 | 25,397 | 0.00 | 0.00 | 3,591 | 16.47 | 06-30-2024 |
