Number of Shares
24,690
Previous 23,241 6.23%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
N/A
1,449 Added 6.23%
24,690 $0
Q2 2024

Jul 15, 2024

SELL
N/A
-1,428 Reduced 5.79%
23,241 $0
Q1 2024

Apr 30, 2024

SELL
N/A
-15,211 Reduced 38.14%
24,669 $0
Q4 2023

Jan 25, 2024

BUY
N/A
27,241 Added 215.53%
39,880 $0
Q3 2023

Nov 08, 2023

BUY
N/A
12,639 New
12,639 $0
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.