Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEQUOIA FINANCIAL ADVISORS LLC | 04-30-2024 | 03-31-2024 | 1164 | 8,042,264,606 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON CTLS INTL PLC | SHS | 101 | $16,853,139 | 258,009 | 0.00 | 0.00 | 253,433 | 5538.31 | 03-31-2024 |
| ENDEAVOR GROUP HLDGS INC | CL A COM | 102 | $16,649,264 | 645,767 | 0.00 | 0.00 | 12 | 0.00 | 03-31-2024 |
| NIKE INC | CL B | 103 | $16,625,365 | 176,901 | 0.00 | 0.00 | 33,593 | 23.44 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 104 | $16,568,136 | 34,467 | 0.00 | 0.00 | 17,403 | 101.99 | 03-31-2024 |
