Sequoia Financial Advisors, LLC
Holdings in PHI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $517,259 | 23,793 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $261,650 | 13,992 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $303,377 | 13,942 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $257,582 | 11,629 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $277,374 | 10,319 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $256,381 | 10,439 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $215,035 | 8,720 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $202,622 | 8,648 | Shares | Sole | 2024-01-26 |