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
CROSSFIRST BANKSHARES INC COM 1151 $221,939 16,036 0.00 0.00 0 0.00 03-31-2024
HOWMET AEROSPACE INC COM 1152 $221,930 3,243 0.00 3,243 +Inf 03-31-2024
SIRIUSPOINT LTD COM 1153 $220,481 17,347 0.00 0.00 617 3.69 03-31-2024
INVITATION HOMES INC COM 1154 $220,454 6,191 0.00 6,191 +Inf 03-31-2024
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