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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 251 | $3,450,216 | 126,893 | 0.00 | 0.00 | 11,352 | 9.83 | 03-31-2024 |
| CSX CORP | COM | 252 | $3,445,525 | 92,946 | 0.00 | 0.00 | 60,311 | 184.80 | 03-31-2024 |
| VEEVA SYS INC | CL A COM | 253 | $3,443,787 | 14,864 | 0.00 | 0.00 | 12,924 | 666.19 | 03-31-2024 |
| CGI INC | CL A SUB VTG | 254 | $3,417,788 | 30,933 | 0.00 | 0.00 | 13,564 | 78.09 | 03-31-2024 |
