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 |
|---|---|---|---|---|---|---|---|---|---|
| PETROLEO BRASILEIRO SA PETRO | SP ADR NON VTG | 1251 | $184,224 | 12,364 | 0.00 | 0.00 | 397 | 3.32 | 03-31-2024 |
| HERITAGE FINL CORP WASH | COM | Liquidated | $0 | 0 | 0.00 | 11,256 | +Inf | 03-31-2024 | |
| KKR REAL ESTATE FIN TR INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 606 | 4.08 | 03-31-2024 |
| PEARSON PLC | SPONSORED ADR | 1254 | $182,345 | 13,856 | 0.00 | 0.00 | 541 | 4.06 | 03-31-2024 |
