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 |
|---|---|---|---|---|---|---|---|---|---|
| CORTEVA INC | COM | 501 | $982,231 | 17,032 | 0.00 | 0.00 | 3,713 | 27.88 | 03-31-2024 |
| ISHARES TR | GLOB HLTHCRE ETF | 502 | $974,908 | 10,466 | 0.00 | 10,466 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 503 | $962,204 | 4,037 | 0.00 | 0.00 | 1,906 | 89.44 | 03-31-2024 |
| DEXCOM INC | COM | 504 | $961,363 | 6,931 | 0.00 | 0.00 | 2,517 | 57.02 | 03-31-2024 |
