Sequent Planning LLC's ownership history for SMA

Sequent Planning LLC currently holds 64.6K 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. In the recent 180 days, Sequent Planning LLC has increased its shares by 39.8K.