Sequoia Financial Advisors, LLC
Holdings in IX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $740,142 | 25,330 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $646,887 | 24,766 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $437,968 | 19,448 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $96,371 | 4,536 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $98,944 | 4,263 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $99,079 | 4,451 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $93,890 | 4,260 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $80,222 | 4,295 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $75,948 | 4,045 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $74,190 | 4,067 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $65,040 | 3,962 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $61,275 | 3,805 | Shares | Sole | 2023-01-18 |
| 2022-06-30 | $41,255 | 2,451 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $41,597 | 2,083 | Shares | Sole | 2022-05-13 |