Sequent Planning LLC GOCT Holdings History

Number of Shares
271,085.00
Current Holdings Value*
$9.31 Mil
% of Portfolio
3.35%
Total Estimate Gain
$500,613.40
% of Total Estimate Gain
5.28%

Sequent Planning LLC's FT Vest U.S. Equity Moderate Buffer ETF - October Holding Summary

As of 2025-03-31, Sequent Planning LLC held 271,085.00 shares of FT Vest U.S. Equity Moderate Buffer ETF - October(GOCT), totaling $9.31 Mil. This investment constitutes 3.35% of their stock portfolio, and Sequent Planning LLC now holds 4.41% of the outstanding FT Vest U.S. Equity Moderate Buffer ETF - October(GOCT) stock.

The initial trade took place in 2024Q4. And since then Sequent Planning LLC has made 2 purchases of GOCT, at an average price of $35.00, for a total of 271,085.00 shares. Based on historical transaction data and GOCT's current price of $36.85, Sequent Planning LLC's estimated gain on his GOCT holdings is $500,613.40, reflecting a 5.28% gain to date.

Sequent Planning LLC GOCT ($36.85) Holding Chart

Sequent Planning LLC GOCT ($36.85) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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