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 |
|---|---|---|---|---|---|---|---|---|---|
| NICE LTD | SPONSORED ADR | 901 | $314,569 | 1,207 | 0.00 | 1,207 | +Inf | 03-31-2024 | |
| WILLIS TOWERS WATSON PLC LTD | SHS | 902 | $314,054 | 1,142 | 0.00 | 1,142 | +Inf | 03-31-2024 | |
| GLOBE LIFE INC | COM | 903 | $313,967 | 2,698 | 0.00 | 0.00 | 587 | 27.81 | 03-31-2024 |
| BADGER METER INC | COM | 904 | $313,265 | 1,936 | 0.00 | 0.00 | -98 | -4.82 | 03-31-2024 |
