Sequoia Financial Advisors, LLC
Holdings in WDS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $878,293 | 56,337 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $840,437 | 55,843 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $786,359 | 50,963 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $308,412 | 19,770 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $260,392 | 15,104 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $282,845 | 15,037 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $242,795 | 12,158 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $265,206 | 12,575 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $353,518 | 15,179 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $355,572 | 15,333 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $305,586 | 13,624 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $362,520 | 14,974 | Shares | Sole | 2023-01-18 |
| 2022-06-30 | $243,196 | 11,280 | Shares | Sole | 2022-07-22 |