Sequent Planning LLC's ownership history for SMA

Sequent Planning LLC currently holds 65.0K shares with a market value of $2.0M. It started holding SMA on 2025-09-30. At its peak, it held 65.0K shares on 2025-12-31. Its highest holding value was $2.0M on 2025-12-31. At its lowest, it held 24.7K shares on 2025-09-30, with a value of $889.2K on 2025-09-30.