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 |
|---|---|---|---|---|---|---|---|---|---|
| INCYTE CORP | COM | 1101 | $236,141 | 4,145 | 0.00 | 4,145 | +Inf | 03-31-2024 | |
| LOEWS CORP | COM | 1102 | $235,575 | 3,009 | 0.00 | 3,009 | +Inf | 03-31-2024 | |
| SCHWAB STRATEGIC TR | US REIT ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,417 | -15.42 | 03-31-2024 |
| FIRST NORTHWEST BANCORP | COM | 1104 | $234,750 | 15,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
