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
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
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