Number of Shares
33.62 Mil
Current Holdings Value*
$934.96 Mil
% of Portfolio
7.22%
Total Estimate Gain
$50.88 Mil
% of Total Estimate Gain
5.41%

Sequoia Financial Advisors, LLC's CCM Global Equity ETF Holding Summary

As of 2025-03-31, Sequoia Financial Advisors, LLC held 33.62 Mil shares of CCM Global Equity ETF(CCMG), totaling $934.96 Mil. This investment constitutes 7.22% of their stock portfolio, and Sequoia Financial Advisors, LLC now holds 99.64% of the outstanding CCM Global Equity ETF(CCMG) stock.

The initial trade took place in 2025Q1. And since then Sequoia Financial Advisors, LLC has made 1 purchases of CCMG, at an average price of $27.97, for a total of 33.62 Mil shares. Based on historical transaction data and CCMG's current price of $29.48, Sequoia Financial Advisors, LLC's estimated gain on his CCMG holdings is $50.88 Mil, reflecting a 5.41% gain to date.

Sequoia Financial Advisors, LLC CCMG ($29.48) Holding Chart

Sequoia Financial Advisors, LLC CCMG ($29.48) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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