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 |
|---|---|---|---|---|---|---|---|---|---|
| STMICROELECTRONICS N V | NY REGISTRY | 951 | $291,958 | 6,752 | 0.00 | 0.00 | -825 | -10.89 | 03-31-2024 |
| MUELLER INDS INC | COM | 952 | $290,962 | 5,395 | 0.00 | 0.00 | 2,370 | 78.35 | 03-31-2024 |
| AMERICAN WTR WKS CO INC NEW | COM | 953 | $290,719 | 2,379 | 0.00 | 0.00 | 131 | 5.83 | 03-31-2024 |
| ISHARES TR | IBONDS DEC23 ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -200 | -1.72 | 03-31-2024 |
