Significant Ownership of Sequoia Financial Advisors, LLC

Large-stake snapshot 1 signal
Large-stake filing summary
  • Recent SEC Schedule 13D/G filings for Sequoia Financial Advisors, LLC focus on large-stake beneficial ownership disclosures and amendments.
  • Use this view to spot new large holders, amended positions, and activist-style ownership evidence.
Manager Names, identifiers, and filing context for this profile. 2 identity fields
Manager signature
Matthew Dunn - Chief Compliance Officer
Manager location
Akron, OH

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Significant Ownership of Sequoia Financial Advisors, LLC

Sym Company Class Ownership Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SPGM SPDR INDEX SHARES FUNDS MSCI ACWI ETF 0% $0 0 Sequoia Financial Advisors, LLC 11 Feb 2025

Schedules 13D/G Reported by Sequoia Financial Advisors, LLC:

Sym Target Class Ownership Change Current shares Change Value Reporting name Form Report period Filing date
Schedule rows are parsed from SEC 13D/G filings. Open the linked filing or target page to verify the reported ownership and shares.
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