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 |
|---|---|---|---|---|---|---|---|---|---|
| BP PLC | SPONSORED ADR | 451 | $1,211,823 | 32,161 | 0.00 | 0.00 | 6,393 | 24.81 | 03-31-2024 |
| INFOSYS LTD | SPONSORED ADR | 452 | $1,207,087 | 67,322 | 0.00 | 0.00 | 11,930 | 21.54 | 03-31-2024 |
| NUCOR CORP | COM | 453 | $1,198,104 | 6,054 | 0.00 | 0.00 | 2,011 | 49.74 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | PFD ETF | 454 | $1,193,239 | 100,441 | 0.00 | 0.00 | -33,526 | -25.03 | 03-31-2024 |
