Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SEQUOIA FINANCIAL ADVISORS LLC | 04-30-2024 | 03-31-2024 | 1164 | 8,042,264,606 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BANCO BRADESCO S A | SP ADR PFD NEW | 1351 | $61,102 | 21,364 | 0.00 | 0.00 | -977 | -4.37 | 03-31-2024 |
LUFAX HOLDING LTD | SPONSORED ADR | 1352 | $60,393 | 14,311 | 0.00 | 14,311 | +Inf | 03-31-2024 | |
STEALTHGAS INC | SHS | 1353 | $59,400 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
STEM INC | COM | Liquidated | $0 | 0 | 0.00 | 13,000 | +Inf | 03-31-2024 |