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 |
|---|---|---|---|---|---|---|---|---|---|
| TARGA RES CORP | COM | 601 | $717,862 | 6,410 | 0.00 | 0.00 | 3,542 | 123.50 | 03-31-2024 |
| WELLTOWER INC | COM | 602 | $717,066 | 7,674 | 0.00 | 0.00 | 1,302 | 20.43 | 03-31-2024 |
| WASTE CONNECTIONS INC | COM | 603 | $711,324 | 4,135 | 0.00 | 0.00 | 394 | 10.53 | 03-31-2024 |
| ISHARES TR | HDG MSCI EAFE | 604 | $710,854 | 20,380 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
