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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI KLD400 SOC | 351 | $1,864,683 | 18,497 | 0.00 | 0.00 | 15,636 | 546.52 | 03-31-2024 |
| FERRARI N V | COM | 352 | $1,864,516 | 4,277 | 0.00 | 0.00 | 70 | 1.66 | 03-31-2024 |
| VANGUARD STAR FDS | VG TL INTL STK F | 353 | $1,855,384 | 30,769 | 0.00 | 0.00 | 7,416 | 31.76 | 03-31-2024 |
| OREILLY AUTOMOTIVE INC | COM | 354 | $1,845,031 | 1,634 | 0.00 | 0.00 | 196 | 13.63 | 03-31-2024 |
