Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| REDWOOD WEALTH MANAGEMENT GROUP LLC | 05-07-2024 | 03-31-2024 | 111 | 94,357,200 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $4,629,567 | 11,004 | 0.00 | 0.00 | -530 | -4.60 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHS | COM | 2 | $3,814,160 | 19,974 | 0.00 | 0.00 | -511 | -2.49 | 03-31-2024 |
| APPLE INC | COM | 3 | $3,242,666 | 18,910 | 0.00 | 0.00 | -1,607 | -7.83 | 03-31-2024 |
| SPDR SER TR | S&P DIVID ETF | 4 | $3,045,072 | 23,202 | 0.00 | 0.00 | -1,174 | -4.82 | 03-31-2024 |
