Sequent Planning LLC QCOC Holdings History

Number of Shares
270,543.00
Current Holdings Value*
$5.31 Mil
% of Portfolio
1.91%
Total Estimate Gain
$300,972.25
% of Total Estimate Gain
5.54%

Sequent Planning LLC's FT Vest Nasdaq-100 Conservative Buffer ETF - October Holding Summary

As of 2025-03-31, Sequent Planning LLC held 270,543.00 shares of FT Vest Nasdaq-100 Conservative Buffer ETF - October(QCOC), totaling $5.31 Mil. This investment constitutes 1.91% of their stock portfolio, and Sequent Planning LLC now holds 15.03% of the outstanding FT Vest Nasdaq-100 Conservative Buffer ETF - October(QCOC) stock.

The initial trade took place in 2024Q4. And since then Sequent Planning LLC has made 2 purchases of QCOC, at an average price of $20.07, for a total of 270,543.00 shares. Based on historical transaction data and QCOC's current price of $21.19, Sequent Planning LLC's estimated gain on his QCOC holdings is $300,972.25, reflecting a 5.54% gain to date.

Sequent Planning LLC QCOC ($21.19) Holding Chart

Sequent Planning LLC QCOC ($21.19) 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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