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 |
|---|---|---|---|---|---|---|---|---|---|
| HONDA MOTOR LTD | ADR ECH CNV IN 3 | 551 | $801,239 | 21,521 | 0.00 | 21,521 | +Inf | 03-31-2024 | |
| CENTENE CORP DEL | COM | 552 | $799,868 | 10,192 | 0.00 | 0.00 | 1,457 | 16.68 | 03-31-2024 |
| OTIS WORLDWIDE CORP | COM | 553 | $799,562 | 8,054 | 0.00 | 0.00 | 538 | 7.16 | 03-31-2024 |
| EXELON CORP | COM | 554 | $795,343 | 21,170 | 0.00 | 0.00 | 6,159 | 41.03 | 03-31-2024 |
