Sequent Planning LLC's ownership history for WTMF

Sequent Planning LLC currently holds 15.9K shares with a market value of $603.4K. It started holding WTMF on 2024-09-30. At its peak, it held 15.9K shares on 2025-09-30. Its highest holding value was $603.4K on 2025-09-30. At its lowest, it held 12.5K shares on 2024-09-30, with a value of $444.8K on 2024-09-30. In the recent 180 days, Sequent Planning LLC has increased its shares by 2.8K. In the recent year, Sequent Planning LLC has increased its shares by 3.4K.