Sequoia Financial Advisors, LLC
Holdings in PSO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $379,178 | 27,007 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $549,082 | 38,777 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $355,886 | 23,837 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $224,777 | 13,944 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $176,450 | 13,003 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $174,482 | 13,981 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $182,344 | 13,856 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $164,182 | 13,359 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $140,340 | 13,315 | Shares | Sole | 2023-11-08 |
| 2022-12-31 | $145,732 | 12,931 | Shares | Sole | 2023-01-18 |