Sequoia Financial Advisors, LLC SERIES PORTFOLIOS TR Transaction History

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025
Number of Shares
11,718
Previous 11,498 1.91%
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
Q1 2025

Apr 23, 2025
BUY
N/A
220 Added 1.91%
11,718 $0
Q4 2024

Feb 07, 2025
BUY
N/A
253 Added 2.25%
11,498 $0
Q3 2024

Oct 21, 2024
BUY
N/A
247 Added 2.25%
11,245 $0
Q2 2024

Jul 15, 2024
BUY
N/A
10,998 New
10,998 $0
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