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 |
|---|---|---|---|---|---|---|---|---|---|
| CDW CORP | COM | 201 | $5,334,584 | 20,856 | 0.00 | 0.00 | 17,714 | 563.78 | 03-31-2024 |
| PALANTIR TECHNOLOGIES INC | CL A | 202 | $5,331,978 | 231,724 | 0.00 | 0.00 | 209,319 | 934.25 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 203 | $5,207,248 | 11,448 | 0.00 | 0.00 | 3,765 | 49.00 | 03-31-2024 |
| WEC ENERGY GROUP INC | COM | 204 | $5,137,119 | 62,556 | 0.00 | 0.00 | 9,947 | 18.91 | 03-31-2024 |
