Sequoia Financial Advisors, LLC's ownership history for ACWI


Sequoia Financial Advisors, LLC currently holds 1.2M shares with a market value of $176.4M. It started holding ACWI on 2024-09-30. At its peak, it held 1.3M shares on 2025-06-30. Its highest holding value was $178.8M on 2025-09-30. At its lowest, it held 1.1M shares on 2025-03-31, with a value of $130.9M on 2025-03-31. In the recent 180 days, Sequoia Financial Advisors, LLC has decreased its shares by 79.6K. In the recent year, Sequoia Financial Advisors, LLC has decreased its shares by 52.8K.

It has also owned 1 contracts of calls, with the market value of the underlying securities totaling $11.8K on 2024-12-31. At its peak, it held 1 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $11.8K on 2024-12-31. At its lowest, it held 1 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $11.8K on 2024-12-31.


Sequoia Financial Advisors, LLC's ownership history for ACWI
Sequoia Financial Advisors, LLC's ownership history for ACWI Call Options