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 |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | 151 | $8,902,412 | 49,324 | 0.00 | 0.00 | 9,549 | 24.01 | 03-31-2024 |
| DEERE & CO | COM | 152 | $8,763,773 | 21,337 | 0.00 | 0.00 | 16,857 | 376.27 | 03-31-2024 |
| EATON CORP PLC | SHS | 153 | $8,454,187 | 27,038 | 0.00 | 0.00 | 8,110 | 42.85 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 154 | $8,169,940 | 303,264 | 0.00 | 0.00 | 85,499 | 39.26 | 03-31-2024 |
