Number of Shares
156,000
Previous 69,000 126.09%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
N/A
87,000 Added 126.09%
156,000 $0
Q3 2024

Oct 21, 2024

BUY
N/A
50,500 Added 272.97%
69,000 $0
Q2 2024

Jul 15, 2024

BUY
N/A
2,500 Added 15.63%
18,500 $0
Q1 2024

Apr 30, 2024

BUY
N/A
16,000 New
16,000 $0
Track This Portfolio

Track Sequoia Financial Advisors, LLC Portfolio

Follow Sequoia Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sequoia Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequoia Financial Advisors, LLC with notifications on news.