Sequoia Financial Advisors, LLC CCMG Holdings History
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 $29.55, Sequoia Financial Advisors, LLC's estimated gain on his CCMG holdings is $53.17 Mil, reflecting a 5.65% gain to date.
Sequoia Financial Advisors, LLC CCMG ($29.55) Holding Chart
Sequoia Financial Advisors, LLC CCMG ($29.55) 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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