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 |
|---|---|---|---|---|---|---|---|---|---|
| MAGNA INTL INC | COM | 1051 | $250,353 | 4,595 | 0.00 | 0.00 | -3,771 | -45.08 | 03-31-2024 |
| LIVE NATION ENTERTAINMENT IN | COM | 1052 | $250,230 | 2,366 | 0.00 | 2,366 | +Inf | 03-31-2024 | |
| BROWN FORMAN CORP | CL B | Liquidated | $0 | 0 | 0.00 | 0.00 | -763 | -14.96 | 03-31-2024 |
| BOOZ ALLEN HAMILTON HLDG COR | CL A | 1054 | $249,977 | 1,684 | 0.00 | 1,684 | +Inf | 03-31-2024 |
