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 |
|---|---|---|---|---|---|---|---|---|---|
| SYNCHRONY FINANCIAL | COM | 1201 | $211,173 | 4,897 | 0.00 | 4,897 | +Inf | 03-31-2024 | |
| RIVIAN AUTOMOTIVE INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 8,679 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 1203 | $210,219 | 892 | 0.00 | 892 | +Inf | 03-31-2024 | |
| INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,206 | -18.36 | 03-31-2024 |
