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 |
|---|---|---|---|---|---|---|---|---|---|
| FEDERAL SIGNAL CORP | COM | 1001 | $271,164 | 3,195 | 0.00 | 3,195 | +Inf | 03-31-2024 | |
| VALVOLINE INC | COM | 1002 | $270,756 | 6,075 | 0.00 | 6,075 | +Inf | 03-31-2024 | |
| ELBIT SYS LTD | ORD | 1003 | $269,940 | 1,284 | 0.00 | 0.00 | 222 | 20.90 | 03-31-2024 |
| INNOVATOR ETFS TRUST | GRWT100 PWR BUF | 1004 | $269,647 | 5,668 | 0.00 | 0.00 | 811 | 16.70 | 03-31-2024 |
