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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | SML CP GRW ETF | 701 | $532,137 | 2,041 | 0.00 | 2,041 | +Inf | 03-31-2024 | |
| VICTORIAS SECRET AND CO | COMMON STOCK | 702 | $530,194 | 27,358 | 0.00 | 0.00 | 475 | 1.77 | 03-31-2024 |
| KENVUE INC | COM | 703 | $529,400 | 24,669 | 0.00 | 0.00 | 12,030 | 95.18 | 03-31-2024 |
| LANCASTER COLONY CORP | COM | 704 | $527,380 | 2,540 | 0.00 | 0.00 | 4 | 0.16 | 03-31-2024 |
