Sequoia Financial Advisors, LLC
Holdings in BAM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $15,163,237 | 289,430 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $16,469,382 | 289,241 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $16,058,618 | 290,496 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $18,421,782 | 339,948 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $14,215,752 | 300,608 | Shares | Sole | 2024-10-21 |