Sequent Planning LLC
Q4 2024 13F Holdings
Location
Omaha, NE
Holdings as of
12/31/2024
Value ($000)
$272,477
Num holdings
141
Date filed
2/11/2025
Form type
13F-HR
Prev filing
11/14/2024
Next filing
SEC
View on sec.gov
Compare Q4 2024 to
2024 Q3
2024 Q2
2024 Q1
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Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type