Sequoia Financial Advisors, LLC
Holdings in WF
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,118,615 | 36,037 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $1,866,762 | 33,246 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $1,493,242 | 30,027 | Shares | Sole | 2025-07-25 |
| 2024-12-31 | $771,500 | 24,688 | Shares | Sole | 2025-08-08 |
| 2024-09-30 | $874,348 | 24,471 | Shares | Sole | 2024-10-21 |
| 2024-06-30 | $794,912 | 24,810 | Shares | Sole | 2024-07-15 |
| 2024-03-31 | $782,114 | 24,117 | Shares | Sole | 2024-04-30 |
| 2023-12-31 | $702,917 | 23,260 | Shares | Sole | 2024-01-26 |
| 2023-09-30 | $594,876 | 21,695 | Shares | Sole | 2023-11-08 |
| 2023-06-30 | $551,504 | 20,464 | Shares | Sole | 2023-08-08 |
| 2023-03-31 | $516,992 | 19,665 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $533,724 | 19,387 | Shares | Sole | 2023-01-18 |
| 2022-06-30 | $324,428 | 11,472 | Shares | Sole | 2022-07-22 |
| 2022-03-31 | $467,624 | 12,417 | Shares | Sole | 2022-05-13 |
| 2021-12-31 | $245,441 | 7,639 | Shares | Sole | 2022-02-22 |