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Sequoia Global Value ETF
SFGV
SFGV
35.57
USD
-0.19
0.53%
At close
Updated
Nov 6, 4:00 PM EST
Pre-market
After hours
1 day
-0.53%
5 days
-1.79%
1 month
0.06%
3 months
-2.12%
6 months
2.33%
Year to date
11.71%
1 year
15.83%
5 years
41.21%
10 years
41.21%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Sequoia Financial Advisors
Akron,
Ohio
| $1.1B | -$12.4M | -359,363 | -1% |
|
| 2 |
2
Cerity Partners
New York
| $6.57M | – | – | – |
|
| 3 |
3
Forum Finance Group
Geneva,
| $2.29M | +$1.52M | +43,954 | +119% |
|
| 4 |
4
SlateStone Wealth
Jupiter,
Florida
| $2.24M | – | – | – |
|
| 5 |
5
Mercer Global Advisors
Denver,
Colorado
| $1.36M | – | – | – |
|
| 6 |
6
BlackRock
New York
| $1.13M | – | – | – |
|
| 7 |
7
Mariner
Overland Park,
Kansas
| $569K | – | – | – |
|
| 8 |
8
Osaic Holdings
Scottsdale,
Arizona
| $321K | +$47.3K | +1,368 | +18% |
|
| 9 |
9
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $255K | – | – | – |
|
| 10 |
10
Royal Bank of Canada
Toronto,
Ontario, Canada
| $164K | -$422K | -12,210 | -72% |
|
| 11 |
11
UBS Group
Zurich,
Switzerland
| $3.44K | +$3.39K | +98 | New |
|